Credit Suisse’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11M | Buy |
134,661
+184
| +0.1% | +$14.4K | 0.01% | 880 |
|
|
2023
Q4 | $8.92M | Sell |
134,477
-156,404
| -54% | -$10.8M | 0.01% | 985 |
|
|
2023
Q3 | $21.2M | Sell |
290,881
-60,369
| -17% | -$4.08M | 0.02% | 620 |
|
|
2023
Q2 | $22.2M | Buy |
351,250
+14,466
| +4% | +$839K | 0.02% | 637 |
|
|
2023
Q1 | $19.8M | Sell |
336,784
-144,581
| -30% | -$8.78M | 0.02% | 671 |
|
|
2022
Q4 | $29.7M | Sell |
481,365
-394,929
| -45% | -$26.5M | 0.03% | 564 |
|
|
2022
Q3 | $58.9M | Sell |
876,294
-249,962
| -22% | -$15.8M | 0.07% | 320 |
|
|
2022
Q2 | $69.1M | Sell |
1,126,256
-349,235
| -24% | -$22.4M | 0.07% | 285 |
|
|
2022
Q1 | $99.5M | Sell |
1,475,491
-18,025
| -1% | -$973K | 0.09% | 258 |
|
|
2021
Q4 | $66.1M | Buy |
1,493,516
+509
| +0% | +$29.6K | 0.04% | 517 |
|
|
2021
Q3 | $96.7M | Sell |
1,493,007
-50,651
| -3% | -$3.52M | 0.05% | 380 |
|
|
2021
Q2 | $124M | Sell |
1,543,658
-15,301
| -1% | -$1.17M | 0.07% | 310 |
|
|
2021
Q1 | $106M | Sell |
1,558,959
-275,215
| -15% | -$21.6M | 0.05% | 390 |
|
|
2020
Q4 | $128M | Buy |
1,834,174
+1,105,119
| +152% | +$68.7M | 0.06% | 326 |
|
|
2020
Q3 | $37.5M | Buy |
729,055
+6,478
| +0.9% | +$356K | 0.02% | 726 |
|
|
2020
Q2 | $42.4M | Buy |
722,577
+17,336
| +2% | +$959K | 0.03% | 603 |
|
|
2020
Q1 | $35.7M | Sell |
705,241
-946
| -0.1% | -$62.8K | 0.03% | 558 |
|
|
2019
Q4 | $52.3M | Buy |
706,187
+7,885
| +1% | +$492K | 0.04% | 527 |
|
|
2019
Q3 | $39.9M | Buy |
698,302
+13,897
| +2% | +$922K | 0.03% | 560 |
|
|
2019
Q2 | $44.8M | Sell |
684,405
-74,988
| -10% | -$5.22M | 0.04% | 490 |
|
|
2019
Q1 | $56.2M | Buy |
759,393
+105,588
| +16% | +$7.42M | 0.05% | 377 |
|
|
2018
Q4 | $39M | Buy |
653,805
+113,020
| +21% | +$9.11M | 0.04% | 468 |
|
|
2018
Q3 | $51.1M | Buy |
540,785
+67,768
| +14% | +$5.84M | 0.05% | 414 |
|
|
2018
Q2 | $35.5M | Sell |
473,017
-151,442
| -24% | -$10.9M | 0.03% | 531 |
|
|
2018
Q1 | $37.8M | Buy |
624,459
+231,479
| +59% | +$12.5M | 0.04% | 539 |
|
|
2017
Q4 | $18.3M | Buy |
392,980
+327,010
| +496% | +$16.2M | 0.02% | 926 |
|
|
2017
Q3 | $3.34M | Buy |
65,970
+40,245
| +156% | +$1.87M | ﹤0.01% | 2115 |
|
|
2017
Q2 | $1.28M | Sell |
25,725
-10,478
| -29% | -$490K | ﹤0.01% | 2540 |
|
|
2017
Q1 | $1.54M | Sell |
36,203
-39,945
| -52% | -$1.77M | ﹤0.01% | 2546 |
|
|
2016
Q4 | $3.09M | Buy |
76,148
+44,308
| +139% | +$1.71M | ﹤0.01% | 2072 |
|
|
2016
Q3 | $1.2M | Sell |
31,840
-5,619
| -15% | -$178K | ﹤0.01% | 2805 |
|
|
2016
Q2 | $1.14M | Buy |
37,459
+26,419
| +239% | +$694K | ﹤0.01% | 2816 |
|
|
2016
Q1 | $273K | Sell |
11,040
-58,703
| -84% | -$1.26M | ﹤0.01% | 3553 |
|
|
2015
Q4 | $1.75M | Buy |
69,743
+27,667
| +66% | +$850K | ﹤0.01% | 2374 |
|
|
2015
Q3 | $1.24M | Buy |
42,076
+8,832
| +27% | +$278K | ﹤0.01% | 2631 |
|
|
2015
Q2 | $1.06M | Buy |
+33,244
| New | +$892K | ﹤0.01% | 3123 |
|
Other funds holding HQY
WA
Credit Suisse's HQY Position: Q1 2024 in Review
Credit Suisse increased its HealthEquity (HQY) stake by 0.14% in Q1 2024, buying an estimated $14.4K and bringing the position to 134,661 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #880.
Credit Suisse first reported a position in HQY in Q2 2015 and has held it in 36 quarters since. The position peaked at $128M in Q4 2020. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.
- Credit Suisse held 134,661 shares of HealthEquity worth $11M as of Q1 2024.
- Credit Suisse bought 184 HealthEquity shares in Q1 2024, an estimated $14.4K.
- HealthEquity made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #880 holding.
- Credit Suisse first reported a position in HealthEquity in Q2 2015 and has held it in 36 quarters since.
- Credit Suisse's HealthEquity position peaked at $128M in Q4 2020.
- 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.