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Hillsdale Investment Management’s HealthEquity HQY Stock Holding History

Hillsdale Investment Management’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
Q4 		– Sell
-80
Closed -$6.55K – 628
2024
Q3 		$6.55K Hold
80
– – ﹤0.01% 557
2024
Q2 		$6.9K Hold
80
– – ﹤0.01% 512
2024
Q1 		$6.53K Hold
80
– – ﹤0.01% 522
2023
Q4 		$5.3K Sell
80
-10
-11% -$693 ﹤0.01% 532
2023
Q3 		$6.58K Buy
90
+30
+50% +$2.03K ﹤0.01% 461
2023
Q2 		$3.79K Sell
60
-12,240
-100% -$710K ﹤0.01% 479
2023
Q1 		$722K Buy
12,300
+1,000
+9% +$60.7K 0.06% 231
2022
Q4 		$697K Buy
+11,300
New +$759K 0.06% 241

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's HQY Position: Q4 2024 in Review

Hillsdale Investment Management sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 80 shares — an estimated $6.55K sold.

Hillsdale Investment Management first reported a position in HQY in Q4 2022 and held it in 8 quarters. The position peaked at $722K in Q1 2023. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Hillsdale Investment Management reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 80 HealthEquity shares in Q4 2024, an estimated $6.55K.
  • Hillsdale Investment Management first reported a position in HealthEquity in Q4 2022 and held it in 8 quarters.
  • Hillsdale Investment Management's HealthEquity position peaked at $722K in Q1 2023.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Hillsdale Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.