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Mackay Shields LLC’s HealthEquity HQY Stock Holding History

Mackay Shields LLC’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
-13,900
Closed -$945K – 979
2021
Q1 		$945K Sell
13,900
-10,800
-44% -$849K 0.01% 1013
2020
Q4 		$1.72M Buy
24,700
+6,500
+36% +$404K 0.01% 906
2020
Q3 		$935K Sell
18,200
-14,200
-44% -$780K 0.01% 1046
2020
Q2 		$1.9M Buy
+32,400
New +$1.79M 0.02% 780
2019
Q3 		– Sell
-24,211
Closed -$1.58M – 1449
2019
Q2 		$1.58M Buy
24,211
+17,750
+275% +$1.24M 0.01% 992
2019
Q1 		$478K Sell
6,461
-600
-8% -$42.2K ﹤0.01% 1185
2018
Q4 		$421K Sell
7,061
-639
-8% -$51.5K ﹤0.01% 1192
2018
Q3 		$727K Buy
+7,700
New +$663K 0.01% 937

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

Mackay Shields LLC's HQY Position: Q2 2021 in Review

Mackay Shields LLC sold out of HealthEquity (HQY) in Q2 2021, closing a stake of 13,900 shares — an estimated $945K sold.

Mackay Shields LLC first reported a position in HQY in Q3 2018 and held it in 8 quarters. The position peaked at $1.9M in Q2 2020. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

  • Mackay Shields LLC reported no remaining HealthEquity position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 13,900 HealthEquity shares in Q2 2021, an estimated $945K.
  • Mackay Shields LLC first reported a position in HealthEquity in Q3 2018 and held it in 8 quarters.
  • Mackay Shields LLC's HealthEquity position peaked at $1.9M in Q2 2020.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.