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Cortina Asset Management’s HealthEquity HQY Stock Holding History

Cortina Asset Management’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
2019
Q2 		– Sell
-77,453
Closed -$5.73M – 179
2019
Q1 		$5.73M Buy
77,453
+1,543
+2% +$108K 0.36% 118
2018
Q4 		$4.53M Buy
75,910
+12,759
+20% +$1.03M 0.28% 141
2018
Q3 		$5.96M Sell
63,151
-19,536
-24% -$1.68M 0.28% 135
2018
Q2 		$6.21M Sell
82,687
-17,709
-18% -$1.27M 0.29% 124
2018
Q1 		$6.08M Sell
100,396
-13,259
-12% -$718K 0.3% 130
2017
Q4 		$5.3M Sell
113,655
-3,689
-3% -$183K 0.23% 168
2017
Q3 		$5.93M Sell
117,344
-333,160
-74% -$15.5M 0.24% 155
2017
Q2 		$22.4M Buy
450,504
+20,542
+5% +$961K 0.95% 26
2017
Q1 		$18.3M Sell
429,962
-15,231
-3% -$674K 0.76% 39
2016
Q4 		$18M Buy
445,193
+192,389
+76% +$7.44M 0.75% 38
2016
Q3 		$9.57M Sell
252,804
-7,234
-3% -$229K 0.41% 75
2016
Q2 		$7.9M Sell
260,038
-30,435
-10% -$799K 0.36% 90
2016
Q1 		$7.17M Buy
290,473
+28,267
+11% +$606K 0.32% 124
2015
Q4 		$6.57M Sell
262,206
-20,232
-7% -$622K 0.3% 125
2015
Q3 		$8.35M Sell
282,438
-139,654
-33% -$4.39M 0.38% 101
2015
Q2 		$13.5M Sell
422,092
-11,870
-3% -$319K 0.6% 55
2015
Q1 		$10.8M Buy
+433,962
New +$9.41M 0.47% 83

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cortina Asset Management's HQY Position: Q2 2019 in Review

Cortina Asset Management sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 77,453 shares — an estimated $5.73M sold.

Cortina Asset Management first reported a position in HQY in Q1 2015 and held it in 17 quarters. The position peaked at $22.4M in Q2 2017. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

  • Cortina Asset Management reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
  • Cortina Asset Management sold 77,453 HealthEquity shares in Q2 2019, an estimated $5.73M.
  • Cortina Asset Management first reported a position in HealthEquity in Q1 2015 and held it in 17 quarters.
  • Cortina Asset Management's HealthEquity position peaked at $22.4M in Q2 2017.
  • 325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Cortina Asset Management's 13F filing for Q2 2019, filed 2 Jul 2019.