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Copper Rock Capital Partners’s HealthEquity HQY Stock Holding History

Copper Rock Capital Partners’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
2020
Q1 		– Sell
-274,340
Closed -$20.3M – 71
2019
Q4 		$20.3M Buy
274,340
+58
+0% +$3.62K 1.54% 28
2019
Q3 		$15.2M Buy
+274,282
New +$18.2M 1.36% 45

Other funds holding HQY

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Vanguard Group
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JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Copper Rock Capital Partners's HQY Position: Q1 2020 in Review

Copper Rock Capital Partners sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 274,340 shares — an estimated $20.3M sold.

Copper Rock Capital Partners first reported a position in HQY in Q3 2019 and held it in 2 quarters. The position peaked at $20.3M in Q4 2019. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

  • Copper Rock Capital Partners reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
  • Copper Rock Capital Partners sold 274,340 HealthEquity shares in Q1 2020, an estimated $20.3M.
  • Copper Rock Capital Partners first reported a position in HealthEquity in Q3 2019 and held it in 2 quarters.
  • Copper Rock Capital Partners's HealthEquity position peaked at $20.3M in Q4 2019.
  • 288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Copper Rock Capital Partners's 13F filing for Q1 2020, filed 15 Apr 2020.