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LS Investment Advisors’s HealthEquity HQY Stock Holding History

LS Investment Advisors’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
Q2 		– Sell
-5,009
Closed -$341K – 413
2021
Q1 		$341K Sell
5,009
-841
-14% -$66.1K 0.02% 527
2020
Q4 		$408K Buy
5,850
+1,835
+46% +$114K 0.02% 499
2020
Q3 		$206K Hold
4,015
– – 0.01% 700
2020
Q2 		$236K Buy
4,015
+200
+5% +$11.1K 0.01% 657
2020
Q1 		$193K Hold
3,815
– – 0.01% 635
2019
Q4 		$283K Buy
3,815
+275
+8% +$17.2K 0.02% 669
2019
Q3 		$202K Buy
3,540
+661
+23% +$43.9K 0.01% 778
2019
Q2 		$188K Sell
2,879
-198
-6% -$13.8K 0.01% 801
2019
Q1 		$228K Sell
3,077
-114
-4% -$8.01K 0.01% 735
2018
Q4 		$190K Sell
3,191
-89
-3% -$7.17K 0.01% 765
2018
Q3 		$310K Buy
3,280
+1,510
+85% +$130K 0.02% 675
2018
Q2 		$133K Buy
1,770
+56
+3% +$4.02K 0.01% 1052
2018
Q1 		$104K Buy
1,714
+56
+3% +$3.03K 0.01% 1100
2017
Q4 		$77K Sell
1,658
-219
-12% -$10.8K ﹤0.01% 1199
2017
Q3 		$95K Buy
1,877
+139
+8% +$6.47K 0.01% 1170
2017
Q2 		$87K Hold
1,738
– – 0.01% 1175
2017
Q1 		$74K Sell
1,738
-95
-5% -$4.2K ﹤0.01% 1218
2016
Q4 		$74K Hold
1,833
– – 0.01% 1131
2016
Q3 		$69K Buy
1,833
+387
+27% +$12.3K 0.01% 1121
2016
Q2 		$44K Buy
1,446
+142
+11% +$3.73K ﹤0.01% 1248
2016
Q1 		$32K Hold
1,304
– – ﹤0.01% 1329
2015
Q4 		$33K Hold
1,304
– – ﹤0.01% 1316
2015
Q3 		$39K Hold
1,304
– – ﹤0.01% 1248
2015
Q2 		$42K Buy
+1,304
New +$35K ﹤0.01% 1252

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

LS Investment Advisors's HQY Position: Q2 2021 in Review

LS Investment Advisors sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 5,009 shares — an estimated $341K sold.

LS Investment Advisors first reported a position in HQY in Q2 2015 and held it in 24 quarters. The position peaked at $408K in Q4 2020. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

  • LS Investment Advisors reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 5,009 HealthEquity shares in Q2 2021, an estimated $341K.
  • LS Investment Advisors first reported a position in HealthEquity in Q2 2015 and held it in 24 quarters.
  • LS Investment Advisors's HealthEquity position peaked at $408K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.