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Cornercap Investment Counsel’s HealthEquity HQY Stock Holding History

Cornercap Investment Counsel’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
Q1 		– Sell
-7,405
Closed -$711K – 289
2024
Q4 		$711K Hold
7,405
– – 0.23% 130
2024
Q3 		$606K Sell
7,405
-9,799
-57% -$756K 0.18% 183
2024
Q2 		$1.48M Sell
17,204
-143
-0.8% -$11.6K 0.24% 108
2024
Q1 		$1.42M Buy
17,347
+154
+0.9% +$12K 0.22% 124
2023
Q4 		$1.14M Buy
17,193
+8,120
+89% +$563K 0.19% 176
2023
Q3 		$663K Sell
9,073
-189
-2% -$12.8K 0.12% 338
2023
Q2 		$585K Buy
+9,262
New +$537K 0.1% 355

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Cornercap Investment Counsel's HQY Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 7,405 shares — an estimated $711K sold.

Cornercap Investment Counsel first reported a position in HQY in Q2 2023 and held it in 7 quarters. The position peaked at $1.48M in Q2 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 7,405 HealthEquity shares in Q1 2025, an estimated $711K.
  • Cornercap Investment Counsel first reported a position in HealthEquity in Q2 2023 and held it in 7 quarters.
  • Cornercap Investment Counsel's HealthEquity position peaked at $1.48M in Q2 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.