EAM Investors’s HealthEquity HQY Stock Holding History

EAM Investors’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 Q4	–	Sell	-27,998	Closed	-$2.05M	–	303
2023 Q3	$2.05M	Buy	+27,998	New	+$1.89M	0.39%	97
2022 Q4	–	Sell	-28,103	Closed	-$1.89M	–	298
2022 Q3	$1.89M	Buy	+28,103	New	+$1.78M	0.41%	101
2018 Q4	–	Sell	-37,956	Closed	-$3.58M	–	277
2018 Q3	$3.58M	Sell	37,956 -2,894	-7%	-$249K	0.53%	50
2018 Q2	$3.07M	Sell	40,850 -9,757	-19%	-$701K	0.48%	86
2018 Q1	$3.06M	Buy	+50,607	New	+$2.74M	0.51%	81
2017 Q4	–	Sell	-40,785	Closed	-$2.06M	–	319
2017 Q3	$2.06M	Sell	40,785 -12,256	-23%	-$571K	0.27%	187
2017 Q2	$2.64M	Buy	+53,041	New	+$2.48M	0.44%	108

Other funds holding HQY

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

EAM Investors's HQY Position: Q4 2023 in Review

EAM Investors sold out of HealthEquity (HQY) in Q4 2023, closing a stake of 27,998 shares — an estimated $2.05M sold.

EAM Investors first reported a position in HQY in Q2 2017 and held it in 7 quarters. The position peaked at $3.58M in Q3 2018. 352 funds tracked by Wall St. Rank hold HQY as of Q4 2023.

EAM Investors reported no remaining HealthEquity position as of Q4 2023 after selling out during the quarter.
EAM Investors sold 27,998 HealthEquity shares in Q4 2023, an estimated $2.05M.
EAM Investors first reported a position in HealthEquity in Q2 2017 and held it in 7 quarters.
EAM Investors's HealthEquity position peaked at $3.58M in Q3 2018.
352 funds tracked by Wall St. Rank held HealthEquity as of Q4 2023.

Based on EAM Investors's 13F filing for Q4 2023, filed 14 Feb 2024.