Echo Street Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,298
| Closed | -$573K | – | 538 |
|
|
2022
Q4 | $573K | Buy |
+9,298
| New | +$573K | 0.01% | 257 |
|
|
2022
Q2 | – | Sell |
-3,965
| Closed | -$267K | – | 624 |
|
|
2022
Q1 | $267K | Buy |
+3,965
| New | +$267K | ﹤0.01% | 524 |
|
|
2021
Q4 | – | Sell |
-1,947,825
| Closed | -$126M | – | 683 |
|
|
2021
Q3 | $126M | Sell |
1,947,825
-113,574
| -6% | -$7.36M | 0.89% | 49 |
|
|
2021
Q2 | $166M | Buy |
2,061,399
+365,133
| +22% | +$29.4M | 1.28% | 17 |
|
|
2021
Q1 | $115M | Sell |
1,696,266
-121,462
| -7% | -$8.26M | 1.03% | 38 |
|
|
2020
Q4 | $127M | Buy |
1,817,728
+450,164
| +33% | +$31.4M | 1.27% | 23 |
|
|
2020
Q3 | $70.3M | Buy |
1,367,564
+36,497
| +3% | +$1.87M | 1.21% | 31 |
|
|
2020
Q2 | $78.1M | Buy |
1,331,067
+454,385
| +52% | +$26.7M | 0.92% | 29 |
|
|
2020
Q1 | $44.4M | Buy |
876,682
+158,582
| +22% | +$8.02M | 0.95% | 34 |
|
|
2019
Q4 | $53.2M | Buy |
718,100
+120,995
| +20% | +$8.96M | 0.82% | 41 |
|
|
2019
Q3 | $34.1M | Buy |
597,105
+183,270
| +44% | +$10.5M | 0.58% | 74 |
|
|
2019
Q2 | $27.1M | Buy |
413,835
+78,744
| +23% | +$5.15M | 0.48% | 81 |
|
|
2019
Q1 | $24.8M | Buy |
+335,091
| New | +$24.8M | 0.49% | 81 |
|