Lee Ainslie’s HealthEquity HQY Stock Holding History

Lee Ainslie’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
2021 Q4	–	Sell	-3,577	Closed	-$232K	–	463
2021 Q3	$232K	Buy	+3,577	New	+$248K	﹤0.01%	516
2021 Q1	–	Sell	-297	Closed	-$21K	–	781
2020 Q4	$21K	Buy	+297	New	+$18.5K	﹤0.01%	652
2020 Q3	–	Sell	-20,707	Closed	-$1.22M	–	631
2020 Q2	$1.22M	Sell	20,707 -501	-2%	-$27.7K	0.03%	279
2020 Q1	$1.07M	Buy	+21,208	New	+$1.41M	0.02%	296

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Lee Ainslie's HQY Position: Q4 2021 in Review

Lee Ainslie sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 3,577 shares — an estimated $232K sold.

Lee Ainslie first reported a position in HQY in Q1 2020 and held it in 4 quarters. The position peaked at $1.22M in Q2 2020. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

Lee Ainslie reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
Lee Ainslie sold 3,577 HealthEquity shares in Q4 2021, an estimated $232K.
Lee Ainslie first reported a position in HealthEquity in Q1 2020 and held it in 4 quarters.
Lee Ainslie's HealthEquity position peaked at $1.22M in Q2 2020.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.