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Eaton Vance Management’s HealthEquity HQY Stock Holding History

Eaton Vance Management’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
2022
Q3 		$4.39M Buy
65,425
+600
+0.9% +$38K 0.01% 823
2022
Q2 		$3.98M Sell
64,825
-600
-0.9% -$38.4K 0.01% 878
2022
Q1 		$4.41M Buy
65,425
+17,403
+36% +$940K 0.01% 925
2021
Q4 		$2.13M Sell
48,022
-7
-0% -$408 ﹤0.01% 1009
2021
Q3 		$3.09M Sell
48,029
-53
-0.1% -$3.68K ﹤0.01% 834
2021
Q2 		$3.87M Sell
48,082
-319
-0.7% -$24.3K 0.01% 846
2021
Q1 		$3.29M Buy
48,401
+968
+2% +$76.1K ﹤0.01% 850
2020
Q4 		$3.31M Hold
47,433
– – 0.01% 813
2020
Q3 		$2.44M Hold
47,433
– – ﹤0.01% 793
2020
Q2 		$2.78M Hold
47,433
– – 0.01% 734
2020
Q1 		$2.4M Buy
47,433
+3
+0% +$199 0.01% 715
2019
Q4 		$3.51M Hold
47,430
– – 0.01% 709
2019
Q3 		$2.71M Hold
47,430
– – 0.01% 745
2019
Q2 		$3.1M Hold
47,430
– – 0.01% 698
2019
Q1 		$3.51M Hold
47,430
– – 0.01% 638
2018
Q4 		$2.83M Sell
47,430
-142
-0.3% -$11.4K 0.01% 636
2018
Q3 		$4.49M Hold
47,572
– – 0.01% 569
2018
Q2 		$3.57M Sell
47,572
-47,544
-50% -$3.42M 0.01% 594
2018
Q1 		$5.76M Buy
95,116
+47,568
+100% +$2.58M 0.01% 636
2017
Q4 		$2.22M Buy
47,548
+26
+0.1% +$1.29K 0.01% 685
2017
Q3 		$2.4M Buy
47,522
+13
+0% +$605 0.01% 654
2017
Q2 		$2.37M Buy
47,509
+22,464
+90% +$1.05M 0.01% 639
2017
Q1 		$1.06M Buy
25,045
+2
+0% +$89 ﹤0.01% 760
2016
Q4 		$1.01M Buy
25,043
+11
+0% +$425 ﹤0.01% 724
2016
Q3 		$947K Hold
25,032
– – ﹤0.01% 720
2016
Q2 		$761K Hold
25,032
– – ﹤0.01% 741
2016
Q1 		$618K Hold
25,032
– – ﹤0.01% 769
2015
Q4 		$628K Buy
+25,032
New +$769K ﹤0.01% 768

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Eaton Vance Management's HQY Position: Q3 2022 in Review

Eaton Vance Management increased its HealthEquity (HQY) stake by 0.93% in Q3 2022, buying an estimated $38K and bringing the position to 65,425 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #823.

Eaton Vance Management first reported a position in HQY in Q4 2015 and has held it in 28 quarters since. The position peaked at $5.76M in Q1 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q3 2022.

  • Eaton Vance Management held 65,425 shares of HealthEquity worth $4.39M as of Q3 2022.
  • Eaton Vance Management bought 600 HealthEquity shares in Q3 2022, an estimated $38K.
  • HealthEquity made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #823 holding.
  • Eaton Vance Management first reported a position in HealthEquity in Q4 2015 and has held it in 28 quarters since.
  • Eaton Vance Management's HealthEquity position peaked at $5.76M in Q1 2018.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.