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McKinley Capital Management’s HealthEquity HQY Stock Holding History

McKinley 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
Q2 		– Sell
-42,780
Closed -$3.49M – 136
2024
Q1 		$3.49M Buy
42,780
+8,320
+24% +$650K 0.42% 78
2023
Q4 		$2.28M Hold
34,460
– – 0.29% 91
2023
Q3 		$2.52M Buy
+34,460
New +$2.33M 0.35% 88
2016
Q2 		– Sell
-107,722
Closed -$2.66M – 485
2016
Q1 		$2.66M Buy
+107,722
New +$2.31M 0.13% 153

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

McKinley Capital Management's HQY Position: Q2 2024 in Review

McKinley Capital Management sold out of HealthEquity (HQY) in Q2 2024, closing a stake of 42,780 shares — an estimated $3.49M sold.

McKinley Capital Management first reported a position in HQY in Q1 2016 and held it in 4 quarters. The position peaked at $3.49M in Q1 2024. 386 funds tracked by Wall St. Rank hold HQY as of Q2 2024.

  • McKinley Capital Management reported no remaining HealthEquity position as of Q2 2024 after selling out during the quarter.
  • McKinley Capital Management sold 42,780 HealthEquity shares in Q2 2024, an estimated $3.49M.
  • McKinley Capital Management first reported a position in HealthEquity in Q1 2016 and held it in 4 quarters.
  • McKinley Capital Management's HealthEquity position peaked at $3.49M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held HealthEquity as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.