KeyBank National Association’s HealthEquity HQY Stock Holding History

KeyBank National Association’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
2025 Q1	–	Sell	-4,092	Closed	-$393K	–	1167
2024 Q4	$393K	Buy	+4,092	New	+$381K	﹤0.01%	895
2018 Q4	–	Sell	-4,864	Closed	-$459K	–	983
2018 Q3	$459K	Sell	4,864 -3,828	-44%	-$330K	﹤0.01%	791
2018 Q2	$653K	Hold	8,692	–	–	﹤0.01%	677
2018 Q1	$526K	Hold	8,692	–	–	﹤0.01%	726
2017 Q4	$406K	Sell	8,692 -1,000	-10%	-$49.5K	﹤0.01%	807
2017 Q3	$490K	Sell	9,692 -3,243	-25%	-$151K	﹤0.01%	783
2017 Q2	$645K	Buy	12,935 +1,000	+8%	+$46.8K	﹤0.01%	737
2017 Q1	$507K	Hold	11,935	–	–	﹤0.01%	816
2016 Q4	$484K	Hold	11,935	–	–	﹤0.01%	824
2016 Q3	$452K	Sell	11,935 -540	-4%	-$17.1K	﹤0.01%	856
2016 Q2	$379K	Hold	12,475	–	–	﹤0.01%	872
2016 Q1	$308K	Buy	+12,475	New	+$267K	﹤0.01%	926
2015 Q4	–	Sell	-7,914	Closed	-$234K	–	1149
2015 Q3	$234K	Buy	7,914 +1,500	+23%	+$47.1K	﹤0.01%	1023
2015 Q2	$206K	Buy	+6,414	New	+$172K	﹤0.01%	1125

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

KeyBank National Association's HQY Position: Q1 2025 in Review

KeyBank National Association sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 4,092 shares — an estimated $393K sold.

KeyBank National Association first reported a position in HQY in Q2 2015 and held it in 14 quarters. The position peaked at $653K in Q2 2018. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

KeyBank National Association reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
KeyBank National Association sold 4,092 HealthEquity shares in Q1 2025, an estimated $393K.
KeyBank National Association first reported a position in HealthEquity in Q2 2015 and held it in 14 quarters.
KeyBank National Association's HealthEquity position peaked at $653K in Q2 2018.
464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on KeyBank National Association's 13F filing for Q1 2025, filed 28 Apr 2025.