GIP
HQY icon

Granite Investment Partners’s HealthEquity HQY Stock Holding History

Granite Investment Partners’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
2023
Q1 		– Sell
-449,871
Closed -$27.7M – 262
2022
Q4 		$27.7M Sell
449,871
-18,943
-4% -$1.27M 1.15% 17
2022
Q3 		$31.5M Sell
468,814
-29,902
-6% -$1.89M 1.37% 11
2022
Q2 		$30.6M Buy
498,716
+10,835
+2% +$694K 1.28% 11
2022
Q1 		$32.9M Buy
487,881
+410,710
+532% +$22.2M 1.12% 19
2021
Q4 		$3.41M Buy
+77,171
New +$4.49M 0.1% 180
2018
Q2 		– Sell
-261,650
Closed -$15.8M – 323
2018
Q1 		$15.8M Sell
261,650
-6,523
-2% -$353K 1.06% 20
2017
Q4 		$12.5M Sell
268,173
-24,469
-8% -$1.21M 0.79% 53
2017
Q3 		$14.8M Buy
292,642
+17,594
+6% +$819K 0.92% 38
2017
Q2 		$13.7M Buy
275,048
+6,570
+2% +$307K 0.92% 29
2017
Q1 		$11.4M Sell
268,478
-47,366
-15% -$2.1M 0.78% 42
2016
Q4 		$12.8M Sell
315,844
-10,722
-3% -$414K 0.94% 17
2016
Q3 		$12.4M Sell
326,566
-127
-0% -$4.02K 0.92% 20
2016
Q2 		$9.93M Buy
+326,693
New +$8.58M 0.78% 35

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Granite Investment Partners's HQY Position: Q1 2023 in Review

Granite Investment Partners sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 449,871 shares — an estimated $27.7M sold.

Granite Investment Partners first reported a position in HQY in Q2 2016 and held it in 13 quarters. The position peaked at $32.9M in Q1 2022. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

  • Granite Investment Partners reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
  • Granite Investment Partners sold 449,871 HealthEquity shares in Q1 2023, an estimated $27.7M.
  • Granite Investment Partners first reported a position in HealthEquity in Q2 2016 and held it in 13 quarters.
  • Granite Investment Partners's HealthEquity position peaked at $32.9M in Q1 2022.
  • 311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on Granite Investment Partners's 13F filing for Q1 2023, filed 3 May 2023.