Oakbrook Investments’s HealthEquity HQY Stock Holding History

Oakbrook Investments’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
2020 Q1	–	Sell	-5,000	Closed	-$370K	–	282
2019 Q4	$370K	Buy	+5,000	New	+$312K	0.08%	406

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Oakbrook Investments's HQY Position: Q1 2020 in Review

Oakbrook Investments sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 5,000 shares — an estimated $370K sold.

Oakbrook Investments first reported a position in HQY in Q4 2019 and held it in 1 quarter. The position peaked at $370K in Q4 2019. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

Oakbrook Investments reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
Oakbrook Investments sold 5,000 HealthEquity shares in Q1 2020, an estimated $370K.
Oakbrook Investments first reported a position in HealthEquity in Q4 2019 and held it in 1 quarter.
Oakbrook Investments's HealthEquity position peaked at $370K in Q4 2019.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.