CG
HQY icon

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
2020
Q4 		– Sell
-27,200
Closed -$595K – 5081
2020
Q3 		$595K Sell
27,200
-8,100
-23% -$445K 0.04% 477
2020
Q2 		$617K Sell
35,300
-400
-1% -$22.1K 0.04% 431
2020
Q1 		$878K Buy
+35,700
New +$2.37M 0.05% 376
2019
Q4 		– Sell
-7,100
Closed -$47K – 4230
2019
Q3 		$47K Buy
7,100
+400
+6% +$26.5K ﹤0.01% 1580
2019
Q2 		$18K Buy
6,700
+6,300
+1,575% +$439K ﹤0.01% 2281
2019
Q1 		$1K Sell
400
-17,100
-98% -$1.2M ﹤0.01% 3685
2018
Q4 		$21K Buy
+17,500
New +$1.41M ﹤0.01% 2074
2017
Q3 		– Sell
-3,600
Closed -$5K – 6192
2017
Q2 		$5K Sell
3,600
-17,800
-83% -$832K ﹤0.01% 4832
2017
Q1 		$72K Buy
21,400
+16,200
+312% +$717K ﹤0.01% 2048
2016
Q4 		$20K Buy
+5,200
New +$201K ﹤0.01% 3468

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.