De Burlo Group’s HealthEquity HQY Stock Holding History

De Burlo 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
2019 Q1	–	Sell	-13,250	Closed	-$790K	–	101
2018 Q4	$790K	Sell	13,250 -81,800	-86%	-$6.59M	0.18%	67
2018 Q3	$8.97M	Sell	95,050 -13,400	-12%	-$1.15M	1.68%	15
2018 Q2	$8.14M	Buy	+108,450	New	+$7.79M	1.72%	21

Other funds holding HQY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

De Burlo Group's HQY Position: Q1 2019 in Review

De Burlo Group sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 13,250 shares — an estimated $790K sold.

De Burlo Group first reported a position in HQY in Q2 2018 and held it in 3 quarters. The position peaked at $8.97M in Q3 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

De Burlo Group reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
De Burlo Group sold 13,250 HealthEquity shares in Q1 2019, an estimated $790K.
De Burlo Group first reported a position in HealthEquity in Q2 2018 and held it in 3 quarters.
De Burlo Group's HealthEquity position peaked at $8.97M in Q3 2018.
326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on De Burlo Group's 13F filing for Q1 2019, filed 9 May 2019.