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Freshford Capital Management’s HealthEquity HQY Stock Holding History

Freshford Capital 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
Q1 		– Sell
-251,527
Closed -$11.1M – 25
2021
Q4 		$11.1M Buy
+251,527
New +$14.6M 1.53% 19

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Freshford Capital Management's HQY Position: Q1 2022 in Review

Freshford Capital Management sold out of HealthEquity (HQY) in Q1 2022, closing a stake of 251,527 shares — an estimated $11.1M sold.

Freshford Capital Management first reported a position in HQY in Q4 2021 and held it in 1 quarter. The position peaked at $11.1M in Q4 2021. 298 funds tracked by Wall St. Rank hold HQY as of Q1 2022.

  • Freshford Capital Management reported no remaining HealthEquity position as of Q1 2022 after selling out during the quarter.
  • Freshford Capital Management sold 251,527 HealthEquity shares in Q1 2022, an estimated $11.1M.
  • Freshford Capital Management first reported a position in HealthEquity in Q4 2021 and held it in 1 quarter.
  • Freshford Capital Management's HealthEquity position peaked at $11.1M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held HealthEquity as of Q1 2022.

Based on Freshford Capital Management's 13F filing for Q1 2022, filed 16 May 2022.