Cipher Capital’s HealthEquity HQY Stock Holding History

Cipher Capital’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
2022 Q4	–	Sell	-11,249	Closed	-$756K	–	551
2022 Q3	$756K	Sell	11,249 -834	-7%	-$52.8K	0.12%	223
2022 Q2	$742K	Buy	+12,083	New	+$774K	0.17%	187
2021 Q2	–	Sell	-6,287	Closed	-$428K	–	426
2021 Q1	$428K	Buy	6,287 +3,079	+96%	+$242K	0.05%	389
2020 Q4	$224K	Sell	3,208 -11,084	-78%	-$689K	0.03%	428
2020 Q3	$734K	Buy	14,292 +3,690	+35%	+$203K	0.1%	289
2020 Q2	$622K	Buy	10,602 +2,409	+29%	+$133K	0.1%	278
2020 Q1	$414K	Buy	+8,193	New	+$544K	0.15%	212
2019 Q3	–	Sell	-36,904	Closed	-$2.41M	–	585
2019 Q2	$2.41M	Buy	+36,904	New	+$2.57M	0.2%	168
2018 Q2	–	Sell	-3,375	Closed	-$204K	–	550
2018 Q1	$204K	Buy	+3,375	New	+$183K	0.02%	525

Other funds holding HQY

BlackRock New York $5.72T 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Cipher Capital's HQY Position: Q4 2022 in Review

Cipher Capital sold out of HealthEquity (HQY) in Q4 2022, closing a stake of 11,249 shares — an estimated $756K sold.

Cipher Capital first reported a position in HQY in Q1 2018 and held it in 9 quarters. The position peaked at $2.41M in Q2 2019. 323 funds tracked by Wall St. Rank hold HQY as of Q4 2022.

Cipher Capital reported no remaining HealthEquity position as of Q4 2022 after selling out during the quarter.
Cipher Capital sold 11,249 HealthEquity shares in Q4 2022, an estimated $756K.
Cipher Capital first reported a position in HealthEquity in Q1 2018 and held it in 9 quarters.
Cipher Capital's HealthEquity position peaked at $2.41M in Q2 2019.
323 funds tracked by Wall St. Rank held HealthEquity as of Q4 2022.

Based on Cipher Capital's 13F filing for Q4 2022, filed 13 Feb 2023.