Gemmer Asset Management’s HealthEquity HQY Stock Holding History

Gemmer Asset 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 Q2	–	Sell	-62	Closed	-$4K	–	547
2022 Q1	$4K	Sell	62 -13	-17%	-$702	﹤0.01%	999
2021 Q4	$3K	Buy	75 +26	+53%	+$1.51K	﹤0.01%	1121
2021 Q3	$3K	Buy	49 +6	+14%	+$417	﹤0.01%	1123
2021 Q2	$3K	Hold	43	–	–	﹤0.01%	1296
2021 Q1	$3K	Buy	43 +3	+8%	+$236	﹤0.01%	1264
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	1214
2020 Q3	$2K	Buy	40 +7	+21%	+$385	﹤0.01%	1188
2020 Q2	$2K	Sell	33 -40	-55%	-$2.21K	﹤0.01%	1171
2020 Q1	$4K	Buy	73 +21	+40%	+$1.39K	﹤0.01%	842
2019 Q4	$4K	Buy	52 +8	+18%	+$499	﹤0.01%	1036
2019 Q3	$3K	Buy	44 +8	+22%	+$531	﹤0.01%	1146
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	1243
2019 Q1	$3K	Hold	36	–	–	﹤0.01%	1172
2018 Q4	$2K	Buy	+36	New	+$2.9K	﹤0.01%	1215

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Gemmer Asset Management's HQY Position: Q2 2022 in Review

Gemmer Asset Management sold out of HealthEquity (HQY) in Q2 2022, closing a stake of 62 shares — an estimated $4K sold.

Gemmer Asset Management first reported a position in HQY in Q4 2018 and held it in 14 quarters. The position peaked at $4K in Q1 2022. 307 funds tracked by Wall St. Rank hold HQY as of Q2 2022.

Gemmer Asset Management reported no remaining HealthEquity position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 62 HealthEquity shares in Q2 2022, an estimated $4K.
Gemmer Asset Management first reported a position in HealthEquity in Q4 2018 and held it in 14 quarters.
Gemmer Asset Management's HealthEquity position peaked at $4K in Q1 2022.
307 funds tracked by Wall St. Rank held HealthEquity as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.