O'Brien Greene & Co’s HealthEquity HQY Stock Holding History

O'Brien Greene & Co’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	-3,400	Closed	-$220K	–	140
2021 Q3	$220K	Sell	3,400 -2,000	-37%	-$139K	0.08%	126
2021 Q2	$435K	Sell	5,400 -7,000	-56%	-$533K	0.16%	94
2021 Q1	$843K	Sell	12,400 -1,000	-7%	-$78.6K	0.33%	60
2020 Q4	$934K	Buy	13,400 +500	+4%	+$31.1K	0.38%	58
2020 Q3	$663K	Hold	12,900	–	–	0.32%	63
2020 Q2	$756K	Hold	12,900	–	–	0.4%	54
2020 Q1	$653K	Hold	12,900	–	–	0.43%	54
2019 Q4	$956K	Buy	+12,900	New	+$805K	0.49%	50
2019 Q3	–	Sell	-3,400	Closed	-$222K	–	111
2019 Q2	$222K	Hold	3,400	–	–	0.12%	102
2019 Q1	$252K	Hold	3,400	–	–	0.13%	96
2018 Q4	$203K	Buy	+3,400	New	+$274K	0.12%	102

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

O'Brien Greene & Co's HQY Position: Q4 2021 in Review

O'Brien Greene & Co sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 3,400 shares — an estimated $220K sold.

O'Brien Greene & Co first reported a position in HQY in Q4 2018 and held it in 11 quarters. The position peaked at $956K in Q4 2019. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

O'Brien Greene & Co reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
O'Brien Greene & Co sold 3,400 HealthEquity shares in Q4 2021, an estimated $220K.
O'Brien Greene & Co first reported a position in HealthEquity in Q4 2018 and held it in 11 quarters.
O'Brien Greene & Co's HealthEquity position peaked at $956K in Q4 2019.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on O'Brien Greene & Co's 13F filing for Q4 2021, filed 8 Feb 2022.