CNA Financial’s HealthEquity HQY Stock Holding History

CNA Financial’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
2023 Q1	–	Sell	-5,148	Closed	-$317K	–	44
2022 Q4	$317K	Sell	5,148 -3,923	-43%	-$264K	0.19%	57
2022 Q3	$609K	Sell	9,071 -521	-5%	-$33K	0.23%	89
2022 Q2	$589K	Hold	9,592	–	–	0.21%	108
2022 Q1	$647K	Hold	9,592	–	–	0.2%	131
2021 Q4	$424K	Hold	9,592	–	–	0.11%	172
2021 Q3	$621K	Sell	9,592 -2,058	-18%	-$143K	0.17%	151
2021 Q2	$938K	Hold	11,650	–	–	0.27%	119
2021 Q1	$792K	Hold	11,650	–	–	0.24%	126
2020 Q4	$812K	Sell	11,650 -7,470	-39%	-$465K	0.26%	117
2020 Q3	$982K	Sell	19,120 -4,030	-17%	-$221K	0.36%	70
2020 Q2	$1.36M	Buy	23,150 +15,052	+186%	+$832K	0.54%	39
2020 Q1	$410K	Buy	+8,098	New	+$538K	0.17%	79

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

CNA Financial's HQY Position: Q1 2023 in Review

CNA Financial sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 5,148 shares — an estimated $317K sold.

CNA Financial first reported a position in HQY in Q1 2020 and held it in 12 quarters. The position peaked at $1.36M in Q2 2020. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

CNA Financial reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
CNA Financial sold 5,148 HealthEquity shares in Q1 2023, an estimated $317K.
CNA Financial first reported a position in HealthEquity in Q1 2020 and held it in 12 quarters.
CNA Financial's HealthEquity position peaked at $1.36M in Q2 2020.
311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on CNA Financial's 13F filing for Q1 2023, filed 11 May 2023.