Granite Investment Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-449,871
| Closed | -$27.7M | – | 262 |
|
|
2022
Q4 | $27.7M | Sell |
449,871
-18,943
| -4% | -$1.17M | 1.15% | 17 |
|
|
2022
Q3 | $31.5M | Sell |
468,814
-29,902
| -6% | -$2.01M | 1.37% | 11 |
|
|
2022
Q2 | $30.6M | Buy |
498,716
+10,835
| +2% | +$665K | 1.28% | 11 |
|
|
2022
Q1 | $32.9M | Buy |
487,881
+410,710
| +532% | +$27.7M | 1.12% | 19 |
|
|
2021
Q4 | $3.41M | Buy |
+77,171
| New | +$3.41M | 0.1% | 180 |
|
|
2018
Q2 | – | Sell |
-261,650
| Closed | -$15.8M | – | 323 |
|
|
2018
Q1 | $15.8M | Sell |
261,650
-6,523
| -2% | -$395K | 1.06% | 20 |
|
|
2017
Q4 | $12.5M | Sell |
268,173
-24,469
| -8% | -$1.14M | 0.79% | 53 |
|
|
2017
Q3 | $14.8M | Buy |
292,642
+17,594
| +6% | +$890K | 0.92% | 38 |
|
|
2017
Q2 | $13.7M | Buy |
275,048
+6,570
| +2% | +$327K | 0.92% | 29 |
|
|
2017
Q1 | $11.4M | Sell |
268,478
-47,366
| -15% | -$2.01M | 0.78% | 42 |
|
|
2016
Q4 | $12.8M | Sell |
315,844
-10,722
| -3% | -$434K | 0.94% | 17 |
|
|
2016
Q3 | $12.4M | Sell |
326,566
-127
| -0% | -$4.81K | 0.92% | 20 |
|
|
2016
Q2 | $9.93M | Buy |
+326,693
| New | +$9.93M | 0.78% | 35 |
|