HI
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Handelsinvest Investeringsforvaltning’s HealthEquity HQY Stock Holding History

Handelsinvest Investeringsforvaltning’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
2024
Q1 		$188K Sell
2,308
-1,199
-34% -$93.6K 0.09% 278
2023
Q4 		$233K Buy
+3,507
New +$243K 0.1% 299

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's HQY Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its HealthEquity (HQY) stake by 34% in Q1 2024, selling an estimated $93.6K and leaving 2,308 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #278.

Handelsinvest Investeringsforvaltning first reported a position in HQY in Q4 2023 and has held it in 2 quarters since. The position peaked at $233K in Q4 2023. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 2,308 shares of HealthEquity worth $188K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 1,199 HealthEquity shares in Q1 2024, an estimated $93.6K.
  • HealthEquity made up 0.09% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #278 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in HealthEquity in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's HealthEquity position peaked at $233K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.