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Kula Investments’s HealthEquity HQY Stock Holding History

Kula Investments’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 		$520K Sell
8,852
-1,451
-14% -$88.1K 0.13% 293
2022
Q4 		$635K Buy
+10,303
New +$692K 0.19% 149

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

Kula Investments's HQY Position: Q1 2023 in Review

Kula Investments reduced its HealthEquity (HQY) stake by 14% in Q1 2023, selling an estimated $88.1K and leaving 8,852 shares worth $520K. The position accounts for 0.13% of the portfolio, ranked #293.

Kula Investments first reported a position in HQY in Q4 2022 and has held it in 2 quarters since. The position peaked at $635K in Q4 2022. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

  • Kula Investments held 8,852 shares of HealthEquity worth $520K as of Q1 2023.
  • Kula Investments sold 1,451 HealthEquity shares in Q1 2023, an estimated $88.1K.
  • HealthEquity made up 0.13% of Kula Investments's portfolio in Q1 2023, its #293 holding.
  • Kula Investments first reported a position in HealthEquity in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's HealthEquity position peaked at $635K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.