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Cutler Group’s HealthEquity HQY Stock Holding History

Cutler Group’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
2023
Q2 		– Sell
-77
Closed -$4K – 3830
2023
Q1 		$4K Buy
+77
New +$4.68K ﹤0.01% 2831
2020
Q4 		– Sell
-25,021
Closed -$1.28M – 5080
2020
Q3 		$1.28M Sell
25,021
-6,802
-21% -$374K 0.08% 258
2020
Q2 		$1.87M Buy
31,823
+9,986
+46% +$552K 0.12% 175
2020
Q1 		$1.1M Buy
21,837
+21,445
+5,471% +$1.42M 0.06% 317
2019
Q4 		$29K Sell
392
-1,457
-79% -$90.9K ﹤0.01% 1984
2019
Q3 		$105K Buy
+1,849
New +$123K 0.01% 1034
2019
Q2 		– Sell
-700
Closed -$48.7K – 4470
2019
Q1 		$51K Sell
700
-7,000
-91% -$492K 0.01% 1407
2018
Q4 		$459K Buy
+7,700
New +$621K 0.04% 351
2018
Q3 		– Sell
-700
Closed -$52K – 4345
2018
Q2 		$52K Sell
700
-100
-13% -$7.18K ﹤0.01% 1582
2018
Q1 		$48K Buy
+800
New +$43.3K ﹤0.01% 1686
2017
Q4 		– Sell
-1,371
Closed -$69K – 5293
2017
Q3 		$69K Sell
1,371
-8,416
-86% -$392K ﹤0.01% 1957
2017
Q2 		$487K Sell
9,787
-8,956
-48% -$419K 0.02% 707
2017
Q1 		$795K Sell
18,743
-10,067
-35% -$445K 0.03% 465
2016
Q4 		$1.17M Buy
28,810
+21,432
+290% +$828K 0.04% 359
2016
Q3 		$279K Buy
+7,378
New +$234K 0.01% 963
2016
Q2 		– Sell
-220
Closed -$5.78K – 6893
2016
Q1 		$5K Sell
220
-993
-82% -$21.3K ﹤0.01% 4826
2015
Q4 		$30K Buy
+1,213
New +$37.3K ﹤0.01% 2988

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cutler Group's HQY Position: Q2 2023 in Review

Cutler Group sold out of HealthEquity (HQY) in Q2 2023, closing a stake of 77 shares — an estimated $4K sold.

Cutler Group first reported a position in HQY in Q4 2015 and held it in 17 quarters. The position peaked at $1.87M in Q2 2020. 317 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

  • Cutler Group reported no remaining HealthEquity position as of Q2 2023 after selling out during the quarter.
  • Cutler Group sold 77 HealthEquity shares in Q2 2023, an estimated $4K.
  • Cutler Group first reported a position in HealthEquity in Q4 2015 and held it in 17 quarters.
  • Cutler Group's HealthEquity position peaked at $1.87M in Q2 2020.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on Cutler Group's 13F filing for Q2 2023, filed 18 Jul 2023.