Horan Securities’s HealthEquity HQY Stock Holding History

Horan Securities’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	-13	Closed	-$801	–	782
2022 Q4	$801	Buy	+13	New	+$874	﹤0.01%	655
2019 Q4	–	Sell	-75	Closed	-$4K	–	115
2019 Q3	$4K	Buy	+75	New	+$4.98K	﹤0.01%	212
2019 Q2	–	Sell	-30	Closed	-$2K	–	288
2019 Q1	$2K	Buy	+30	New	+$2.11K	﹤0.01%	212

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horan Securities's HQY Position: Q1 2023 in Review

Horan Securities sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 13 shares — an estimated $801 sold.

Horan Securities first reported a position in HQY in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

Horan Securities reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
Horan Securities sold 13 HealthEquity shares in Q1 2023, an estimated $801.
Horan Securities first reported a position in HealthEquity in Q1 2019 and held it in 3 quarters.
Horan Securities's HealthEquity position peaked at $4K in Q3 2019.
311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on Horan Securities's 13F filing for Q1 2023, filed 18 Apr 2023.