Lunt Capital Management’s HealthEquity HQY Stock Holding History

Lunt Capital Management’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	-17,730	Closed	-$1.53M	–	93
2024 Q2	$1.53M	Hold	17,730	–	–	0.75%	34
2024 Q1	$1.45M	Hold	17,730	–	–	0.72%	33
2023 Q4	$1.18M	Hold	17,730	–	–	0.61%	37
2023 Q3	$1.3M	Hold	17,730	–	–	0.68%	30
2023 Q2	$1.12M	Buy	+17,730	New	+$1.03M	0.6%	31

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

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

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

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

Lunt Capital Management's HQY Position: Q3 2024 in Review

Lunt Capital Management sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 17,730 shares — an estimated $1.53M sold.

Lunt Capital Management first reported a position in HQY in Q2 2023 and held it in 5 quarters. The position peaked at $1.53M in Q2 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

Lunt Capital Management reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
Lunt Capital Management sold 17,730 HealthEquity shares in Q3 2024, an estimated $1.53M.
Lunt Capital Management first reported a position in HealthEquity in Q2 2023 and held it in 5 quarters.
Lunt Capital Management's HealthEquity position peaked at $1.53M in Q2 2024.
403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Lunt Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.