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LMCG Investments’s HealthEquity HQY Stock Holding History

LMCG 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
2024
Q3 		– Sell
-8,216
Closed -$708K – 251
2024
Q2 		$708K Sell
8,216
-72
-0.9% -$5.82K 0.04% 222
2024
Q1 		$677K Sell
8,288
-3,550
-30% -$277K 0.04% 239
2023
Q4 		$785K Hold
11,838
– – 0.05% 240
2023
Q3 		$865K Buy
+11,838
New +$800K 0.06% 226

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LMCG Investments's HQY Position: Q3 2024 in Review

LMCG Investments sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 8,216 shares — an estimated $708K sold.

LMCG Investments first reported a position in HQY in Q3 2023 and held it in 4 quarters. The position peaked at $865K in Q3 2023. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • LMCG Investments reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
  • LMCG Investments sold 8,216 HealthEquity shares in Q3 2024, an estimated $708K.
  • LMCG Investments first reported a position in HealthEquity in Q3 2023 and held it in 4 quarters.
  • LMCG Investments's HealthEquity position peaked at $865K in Q3 2023.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on LMCG Investments's 13F filing for Q3 2024, filed 29 Oct 2024.