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M&G Investment Management’s HealthEquity HQY Stock Holding History

M&G Investment 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
2021
Q4 		– Sell
-37,375
Closed -$2.43K – 608
2021
Q3 		$2.43K Buy
37,375
+7,060
+23% +$490K 0.01% 491
2021
Q2 		$2.42K Buy
+30,315
New +$2.31M 0.01% 492

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

M&G Investment Management's HQY Position: Q4 2021 in Review

M&G Investment Management sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 37,375 shares — an estimated $2.43K sold.

M&G Investment Management first reported a position in HQY in Q2 2021 and held it in 2 quarters. The position peaked at $2.43K in Q3 2021. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

  • M&G Investment Management reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
  • M&G Investment Management sold 37,375 HealthEquity shares in Q4 2021, an estimated $2.43K.
  • M&G Investment Management first reported a position in HealthEquity in Q2 2021 and held it in 2 quarters.
  • M&G Investment Management's HealthEquity position peaked at $2.43K in Q3 2021.
  • 282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on M&G Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.