Maverick Capital’s HealthEquity HQY Stock Holding History

Maverick Capital’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	-3,577	Closed	-$232K	–	463
2021 Q3	$232K	Buy	+3,577	New	+$248K	﹤0.01%	516
2021 Q1	–	Sell	-297	Closed	-$21K	–	781
2020 Q4	$21K	Buy	+297	New	+$18.5K	﹤0.01%	652
2020 Q3	–	Sell	-20,707	Closed	-$1.22M	–	631
2020 Q2	$1.22M	Sell	20,707 -501	-2%	-$27.7K	0.03%	279
2020 Q1	$1.07M	Buy	+21,208	New	+$1.41M	0.02%	296

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Maverick Capital's HQY Position: Q4 2021 in Review

Maverick Capital sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 3,577 shares — an estimated $232K sold.

Maverick Capital first reported a position in HQY in Q1 2020 and held it in 4 quarters. The position peaked at $1.22M in Q2 2020. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

Maverick Capital reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
Maverick Capital sold 3,577 HealthEquity shares in Q4 2021, an estimated $232K.
Maverick Capital first reported a position in HealthEquity in Q1 2020 and held it in 4 quarters.
Maverick Capital's HealthEquity position peaked at $1.22M in Q2 2020.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.