MetLife Investment Management’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Sell
96,027
-810
-0.8% -$84.9K 0.06% 311
2025
Q1
$8.56M Sell
96,837
-2,182
-2% -$193K 0.05% 385
2024
Q4
$9.5M Buy
99,019
+7,618
+8% +$731K 0.05% 274
2024
Q3
$7.48M Sell
91,401
-1,694
-2% -$139K 0.04% 346
2024
Q2
$8.02M Buy
93,095
+4,214
+5% +$363K 0.05% 295
2024
Q1
$7.26M Sell
88,881
-2,047
-2% -$167K 0.05% 325
2023
Q4
$6.03M Sell
90,928
-671
-0.7% -$44.5K 0.04% 365
2023
Q3
$6.69M Sell
91,599
-2,241
-2% -$164K 0.05% 307
2023
Q2
$5.93M Buy
93,840
+320
+0.3% +$20.2K 0.04% 362
2023
Q1
$5.49M Sell
93,520
-1,974
-2% -$116K 0.04% 395
2022
Q4
$5.89M Sell
95,494
-973
-1% -$60K 0.04% 357
2022
Q3
$6.48M Sell
96,467
-240
-0.2% -$16.1K 0.05% 298
2022
Q2
$5.94M Buy
96,707
+188
+0.2% +$11.5K 0.05% 343
2022
Q1
$6.51M Buy
96,519
+27,655
+40% +$1.87M 0.04% 380
2021
Q4
$3.05M Buy
68,864
+409
+0.6% +$18.1K 0.03% 670
2021
Q3
$4.43M Sell
68,455
-3,168
-4% -$205K 0.04% 433
2021
Q2
$5.76M Sell
71,623
-1,169
-2% -$94.1K 0.05% 329
2021
Q1
$4.95M Sell
72,792
-349
-0.5% -$23.7K 0.05% 390
2020
Q4
$5.1M Sell
73,141
-3,476
-5% -$242K 0.05% 351
2020
Q3
$3.94M Buy
76,617
+3,480
+5% +$179K 0.04% 401
2020
Q2
$4.29M Buy
73,137
+3,596
+5% +$211K 0.05% 358
2020
Q1
$3.52M Sell
69,541
-1,430
-2% -$72.3K 0.05% 372
2019
Q4
$5.26M Sell
70,971
-390
-0.5% -$28.9K 0.05% 334
2019
Q3
$4.08M Buy
71,361
+11,618
+19% +$664K 0.04% 429
2019
Q2
$3.91M Buy
59,743
+3,180
+6% +$208K 0.04% 473
2019
Q1
$4.18M Sell
56,563
-10
-0% -$740 0.05% 421
2018
Q4
$3.37M Sell
56,573
-65
-0.1% -$3.88K 0.04% 471
2018
Q3
$5.35M Buy
56,638
+31,903
+129% +$3.01M 0.05% 336
2018
Q2
$1.86M Buy
24,735
+1,378
+6% +$104K 0.02% 813
2018
Q1
$1.41M Hold
23,357
0.02% 883
2017
Q4
$1.09M Buy
+23,357
New +$1.09M 0.01% 997