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Credit Suisse’s HealthEquity HQY Stock Holding History

Credit Suisse’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
2021
Q3 		– Sell
-26,100
Closed -$2.1M – 4458
2021
Q2 		$2.1M Buy
26,100
+17,000
+187% +$1.3M ﹤0.01% 2832
2021
Q1 		$619K Buy
+9,100
New +$715K ﹤0.01% 3631

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.