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Corton Capital’s HealthEquity HQY Stock Holding History

Corton 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
2024
Q4 		– Sell
-2,985
Closed -$244K – 489
2024
Q3 		$244K Sell
2,985
-649
-18% -$50.1K 0.12% 275
2024
Q2 		$313K Sell
3,634
-747
-17% -$60.4K 0.16% 176
2024
Q1 		$358K Sell
4,381
-814
-16% -$63.6K 0.13% 216
2023
Q4 		$344K Buy
5,195
+82
+2% +$5.68K 0.11% 273
2023
Q3 		$374K Sell
5,113
-1,821
-26% -$123K 0.19% 147
2023
Q2 		$438K Buy
6,934
+1,630
+31% +$94.5K 0.21% 123
2023
Q1 		$311K Buy
5,304
+2,005
+61% +$122K 0.22% 138
2022
Q4 		$203K Buy
+3,299
New +$222K 0.17% 220

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Corton Capital's HQY Position: Q4 2024 in Review

Corton Capital sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 2,985 shares — an estimated $244K sold.

Corton Capital first reported a position in HQY in Q4 2022 and held it in 8 quarters. The position peaked at $438K in Q2 2023. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Corton Capital reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Corton Capital sold 2,985 HealthEquity shares in Q4 2024, an estimated $244K.
  • Corton Capital first reported a position in HealthEquity in Q4 2022 and held it in 8 quarters.
  • Corton Capital's HealthEquity position peaked at $438K in Q2 2023.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Corton Capital's 13F filing for Q4 2024, filed 14 Feb 2025.