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Global X Management Company’s HealthEquity HQY Stock Holding History

Global X Management Company’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
2018
Q2 		$11.3M Buy
150,952
+81,471
+117% +$5.85M 0.2% 125
2018
Q1 		$4.21M Buy
69,481
+32,880
+90% +$1.78M 0.08% 232
2017
Q4 		$1.71M Buy
36,601
+23,556
+181% +$1.17M 0.04% 270
2017
Q3 		$660K Buy
13,045
+4,878
+60% +$227K 0.02% 463
2017
Q2 		$407K Buy
8,167
+6,536
+401% +$306K 0.01% 569
2017
Q1 		$69K Sell
1,631
-5
-0.3% -$221 ﹤0.01% 906
2016
Q4 		$66K Hold
1,636
– – ﹤0.01% 879
2016
Q3 		$62K Buy
+1,636
New +$51.8K ﹤0.01% 832

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Global X Management Company's HQY Position: Q2 2018 in Review

Global X Management Company increased its HealthEquity (HQY) stake by 117% in Q2 2018, buying an estimated $5.85M and bringing the position to 150,952 shares worth $11.3M. The position accounts for 0.2% of the portfolio, ranked #125.

Global X Management Company first reported a position in HQY in Q3 2016 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold HQY as of Q2 2018.

  • Global X Management Company held 150,952 shares of HealthEquity worth $11.3M as of Q2 2018.
  • Global X Management Company bought 81,471 HealthEquity shares in Q2 2018, an estimated $5.85M.
  • HealthEquity made up 0.2% of Global X Management Company's portfolio in Q2 2018, its #125 holding.
  • Global X Management Company first reported a position in HealthEquity in Q3 2016 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held HealthEquity as of Q2 2018.

Based on Global X Management Company's 13F filing for Q2 2018, filed 16 Aug 2018.