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Diversified Trust’s HealthEquity HQY Stock Holding History

Diversified Trust’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
Q2 		– Sell
-15,493
Closed -$784K – 583
2020
Q1 		$784K Hold
15,493
– – 0.05% 153
2019
Q4 		$1.15M Sell
15,493
-847
-5% -$52.8K 0.05% 129
2019
Q3 		$934K Hold
16,340
– – 0.04% 126
2019
Q2 		$1.07M Hold
16,340
– – 0.05% 124
2019
Q1 		$1.21M Buy
16,340
+247
+2% +$17.4K 0.06% 110
2018
Q4 		$960K Buy
+16,093
New +$1.3M 0.05% 128

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Diversified Trust's HQY Position: Q2 2020 in Review

Diversified Trust sold out of HealthEquity (HQY) in Q2 2020, closing a stake of 15,493 shares — an estimated $784K sold.

Diversified Trust first reported a position in HQY in Q4 2018 and held it in 6 quarters. The position peaked at $1.21M in Q1 2019. 293 funds tracked by Wall St. Rank hold HQY as of Q2 2020.

  • Diversified Trust reported no remaining HealthEquity position as of Q2 2020 after selling out during the quarter.
  • Diversified Trust sold 15,493 HealthEquity shares in Q2 2020, an estimated $784K.
  • Diversified Trust first reported a position in HealthEquity in Q4 2018 and held it in 6 quarters.
  • Diversified Trust's HealthEquity position peaked at $1.21M in Q1 2019.
  • 293 funds tracked by Wall St. Rank held HealthEquity as of Q2 2020.

Based on Diversified Trust's 13F filing for Q2 2020, filed 7 Jul 2020.