CI Investments Inc

CI Investments Inc’s HealthEquity HQY Stock Holding History

CI Investments Inc’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-141	Closed	-$13K	–	920
2025 Q3	$13K	Sell	141 -3	-2%	-$282	﹤0.01%	1200
2025 Q2	$15K	Sell	144 -11	-7%	-$1.04K	﹤0.01%	1192
2025 Q1	$14K	Sell	155 -4	-3%	-$410	﹤0.01%	1215
2024 Q4	$15K	Sell	159 -54	-25%	-$5.03K	﹤0.01%	1216
2024 Q3	$17K	Buy	213 +57	+37%	+$4.4K	﹤0.01%	1144
2024 Q2	$13K	Sell	156 -9	-5%	-$727	﹤0.01%	1124
2024 Q1	$13K	Buy	165 +37	+29%	+$2.89K	﹤0.01%	1175
2023 Q4	$8K	Buy	128 +1	+0.8%	+$69	﹤0.01%	1183
2023 Q3	$9K	Buy	127 +10	+9%	+$676	﹤0.01%	1191
2023 Q2	$7K	Buy	117 +112	+2,240%	+$6.5K	﹤0.01%	1220
2023 Q1	$0	Hold	5	–	–	﹤0.01%	1222
2022 Q4	$0	Buy	+5	New	+$336	﹤0.01%	1264
2022 Q1	–	Sell	-5	Closed	–	–	1361
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1349
2021 Q3	$0	Buy	+5	New	+$347	﹤0.01%	1316
2020 Q2	–	Sell	-6,101	Closed	-$309K	–	650
2020 Q1	$309K	Buy	+6,101	New	+$405K	﹤0.01%	445

Other funds holding HQY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return