EFH
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Eaton Financial Holdings’s HealthEquity HQY Stock Holding History

Eaton Financial Holdings’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
2024
Q1 		– Sell
-39,191
Closed -$2.6M – 110
2023
Q4 		$2.6M Sell
39,191
-1,436
-4% -$99.6K 0.63% 51
2023
Q3 		$2.97M Buy
+40,627
New +$2.74M 0.79% 41

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Eaton Financial Holdings's HQY Position: Q1 2024 in Review

Eaton Financial Holdings sold out of HealthEquity (HQY) in Q1 2024, closing a stake of 39,191 shares — an estimated $2.6M sold.

Eaton Financial Holdings first reported a position in HQY in Q3 2023 and held it in 2 quarters. The position peaked at $2.97M in Q3 2023. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • Eaton Financial Holdings reported no remaining HealthEquity position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 39,191 HealthEquity shares in Q1 2024, an estimated $2.6M.
  • Eaton Financial Holdings first reported a position in HealthEquity in Q3 2023 and held it in 2 quarters.
  • Eaton Financial Holdings's HealthEquity position peaked at $2.97M in Q3 2023.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.