Eudaimonia Partners’s HealthEquity HQY Stock Holding History

Eudaimonia Partners’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
2021 Q2	–	Sell	-450	Closed	-$31K	–	796
2021 Q1	$31K	Hold	450	–	–	0.01%	796
2020 Q4	$31K	Hold	450	–	–	0.01%	749
2020 Q3	$23K	Hold	450	–	–	0.01%	758
2020 Q2	$26K	Hold	450	–	–	0.01%	658
2020 Q1	$23K	Hold	450	–	–	0.01%	633
2019 Q4	$33K	Buy	+450	New	+$28.1K	0.01%	584

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

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

Eudaimonia Partners's HQY Position: Q2 2021 in Review

Eudaimonia Partners sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 450 shares — an estimated $31K sold.

Eudaimonia Partners first reported a position in HQY in Q4 2019 and held it in 6 quarters. The position peaked at $33K in Q4 2019. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

Eudaimonia Partners reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 450 HealthEquity shares in Q2 2021, an estimated $31K.
Eudaimonia Partners first reported a position in HealthEquity in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's HealthEquity position peaked at $33K in Q4 2019.
286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.