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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
2022
Q4 		– Sell
-100
Closed -$1K – 4723
2022
Q3 		$1K Buy
+100
New +$6.33K ﹤0.01% 4554
2020
Q4 		– Sell
-14,300
Closed -$2K – 5079
2020
Q3 		$2K Buy
14,300
+12,100
+550% +$665K ﹤0.01% 4042
2020
Q2 		$1K Sell
2,200
-500
-19% -$27.6K ﹤0.01% 4052
2020
Q1 		$6K Buy
+2,700
New +$179K ﹤0.01% 2989
2019
Q4 		– Sell
-4,800
Closed -$17K – 4229
2019
Q3 		$17K Buy
4,800
+2,000
+71% +$133K ﹤0.01% 2294
2019
Q2 		$4K Buy
+2,800
New +$195K ﹤0.01% 3224
2017
Q4 		– Sell
-9,600
Closed -$15K – 5292
2017
Q3 		$15K Sell
9,600
-16,500
-63% -$768K ﹤0.01% 3412
2017
Q2 		$25K Buy
+26,100
New +$1.22M ﹤0.01% 3187
2016
Q4 		– Sell
-16,200
Closed -$75K – 6831
2016
Q3 		$75K Sell
16,200
-2,600
-14% -$82.4K ﹤0.01% 2064
2016
Q2 		$27K Buy
18,800
+13,300
+242% +$349K ﹤0.01% 3038
2016
Q1 		$3K Buy
5,500
+4,000
+267% +$85.7K ﹤0.01% 5263
2015
Q4 		$1K Buy
+1,500
New +$46.1K ﹤0.01% 5947

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.