Foundry Partners’s HealthEquity HQY Stock Holding History

Foundry 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	-24,117	Closed	-$1.64M	–	402
2021 Q1	$1.64M	Sell	24,117 -812	-3%	-$63.8K	0.05%	307
2020 Q4	$1.74M	Sell	24,929 -151	-0.6%	-$9.39K	0.07%	299
2020 Q3	$1.29M	Sell	25,080 -355	-1%	-$19.5K	0.06%	297
2020 Q2	$1.49M	Sell	25,435 -967	-4%	-$53.5K	0.07%	272
2020 Q1	$1.34M	Hold	26,402	–	–	0.08%	273
2019 Q4	$1.96M	Sell	26,402 -647	-2%	-$40.4K	0.07%	270
2019 Q3	$1.55M	Sell	27,049 -63	-0.2%	-$4.18K	0.06%	283
2019 Q2	$1.77M	Sell	27,112 -84	-0.3%	-$5.85K	0.07%	274
2019 Q1	$2.01M	Sell	27,196 -1,868	-6%	-$131K	0.08%	267
2018 Q4	$1.73M	Sell	29,064 -49	-0.2%	-$3.95K	0.08%	284
2018 Q3	$2.75M	Sell	29,113 -45	-0.2%	-$3.88K	0.1%	255
2018 Q2	$2.19M	Sell	29,158 -1,908	-6%	-$137K	0.09%	269
2018 Q1	$1.88M	Sell	31,066 -81	-0.3%	-$4.38K	0.08%	285
2017 Q4	$1.45M	Sell	31,147 -45,582	-59%	-$2.26M	0.06%	294
2017 Q3	$3.88M	Sell	76,729 -224	-0.3%	-$10.4K	0.16%	233
2017 Q2	$3.83M	Sell	76,953 -1,770	-2%	-$82.8K	0.16%	225
2017 Q1	$3.34M	Sell	78,723 -324	-0.4%	-$14.3K	0.14%	253
2016 Q4	$3.2M	Buy	+79,047	New	+$3.06M	0.14%	249

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

Foundry Partners's HQY Position: Q2 2021 in Review

Foundry Partners sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 24,117 shares — an estimated $1.64M sold.

Foundry Partners first reported a position in HQY in Q4 2016 and held it in 18 quarters. The position peaked at $3.88M in Q3 2017. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

Foundry Partners reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
Foundry Partners sold 24,117 HealthEquity shares in Q2 2021, an estimated $1.64M.
Foundry Partners first reported a position in HealthEquity in Q4 2016 and held it in 18 quarters.
Foundry Partners's HealthEquity position peaked at $3.88M in Q3 2017.
286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Foundry Partners's 13F filing for Q2 2021, filed 23 Jul 2021.