Gleason Group’s HealthEquity HQY Stock Holding History

Gleason Group’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
2020 Q1	–	Sell	-785	Closed	-$58K	–	181
2019 Q4	$58K	Buy	+785	New	+$49K	0.03%	94

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gleason Group's HQY Position: Q1 2020 in Review

Gleason Group sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 785 shares — an estimated $58K sold.

Gleason Group first reported a position in HQY in Q4 2019 and held it in 1 quarter. The position peaked at $58K in Q4 2019. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

Gleason Group reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
Gleason Group sold 785 HealthEquity shares in Q1 2020, an estimated $58K.
Gleason Group first reported a position in HealthEquity in Q4 2019 and held it in 1 quarter.
Gleason Group's HealthEquity position peaked at $58K in Q4 2019.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Gleason Group's 13F filing for Q1 2020, filed 27 Aug 2020.