Moody Lynn & Lieberson’s HealthEquity HQY Stock Holding History

Moody Lynn & Lieberson’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
2022 Q4	–	Sell	-6,047	Closed	-$406K	–	226
2022 Q3	$406K	Buy	+6,047	New	+$383K	0.04%	159
2020 Q3	–	Sell	-27,139	Closed	-$1.59M	–	201
2020 Q2	$1.59M	Sell	27,139 -45,074	-62%	-$2.49M	0.17%	80
2020 Q1	$3.65K	Sell	72,213 -41,535	-37%	-$2.76M	0.5%	47
2019 Q4	$8.43M	Sell	113,748 -58,585	-34%	-$3.65M	0.81%	38
2019 Q3	$9.85M	Buy	172,333 +52,210	+43%	+$3.47M	1.1%	34
2019 Q2	$7.86M	Buy	120,123 +12,080	+11%	+$841K	0.86%	40
2019 Q1	$7.99M	Buy	+108,043	New	+$7.6M	0.92%	38
2018 Q2	–	Sell	-7,595	Closed	-$460K	–	210
2018 Q1	$460K	Buy	+7,595	New	+$411K	0.06%	159

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moody Lynn & Lieberson's HQY Position: Q4 2022 in Review

Moody Lynn & Lieberson sold out of HealthEquity (HQY) in Q4 2022, closing a stake of 6,047 shares — an estimated $406K sold.

Moody Lynn & Lieberson first reported a position in HQY in Q1 2018 and held it in 8 quarters. The position peaked at $9.85M in Q3 2019. 323 funds tracked by Wall St. Rank hold HQY as of Q4 2022.

Moody Lynn & Lieberson reported no remaining HealthEquity position as of Q4 2022 after selling out during the quarter.
Moody Lynn & Lieberson sold 6,047 HealthEquity shares in Q4 2022, an estimated $406K.
Moody Lynn & Lieberson first reported a position in HealthEquity in Q1 2018 and held it in 8 quarters.
Moody Lynn & Lieberson's HealthEquity position peaked at $9.85M in Q3 2019.
323 funds tracked by Wall St. Rank held HealthEquity as of Q4 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2022, filed 1 Feb 2023.