Panagora Asset Management’s HealthEquity HQY Stock Holding History

Panagora Asset 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
2023 Q2	–	Sell	-11,872	Closed	-$697K	–	1355
2023 Q1	$697K	Hold	11,872	–	–	﹤0.01%	981
2022 Q4	$732K	Sell	11,872 -10,885	-48%	-$732K	﹤0.01%	1012
2022 Q3	$1.53M	Hold	22,757	–	–	0.01%	698
2022 Q2	$1.4M	Sell	22,757 -2,933	-11%	-$188K	0.01%	755
2022 Q1	$1.73M	Hold	25,690	–	–	0.01%	718
2021 Q4	$1.14M	Buy	+25,690	New	+$1.5M	0.01%	864
2020 Q3	–	Sell	-1,183	Closed	-$69K	–	2720
2020 Q2	$69K	Sell	1,183 -11,962	-91%	-$661K	﹤0.01%	1905
2020 Q1	$665K	Sell	13,145 -23,010	-64%	-$1.53M	﹤0.01%	1001
2019 Q4	$2.68M	Sell	36,155 -55,280	-60%	-$3.45M	0.01%	677
2019 Q3	$5.22M	Hold	91,435	–	–	0.02%	452
2019 Q2	$5.98M	Buy	+91,435	New	+$6.36M	0.03%	451
2017 Q4	–	Sell	-7,972	Closed	-$403K	–	2319
2017 Q3	$403K	Buy	7,972 +3,195	+67%	+$149K	﹤0.01%	1430
2017 Q2	$238K	Buy	+4,777	New	+$223K	﹤0.01%	1588
2015 Q1	–	Sell	-83,094	Closed	-$2.12M	–	2359
2014 Q4	$2.12M	Buy	83,094 +34,626	+71%	+$751K	0.01%	734
2014 Q3	$887K	Buy	+48,468	New	+$930K	﹤0.01%	1098

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Panagora Asset Management's HQY Position: Q2 2023 in Review

Panagora Asset Management sold out of HealthEquity (HQY) in Q2 2023, closing a stake of 11,872 shares — an estimated $697K sold.

Panagora Asset Management first reported a position in HQY in Q3 2014 and held it in 15 quarters. The position peaked at $5.98M in Q2 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

Panagora Asset Management reported no remaining HealthEquity position as of Q2 2023 after selling out during the quarter.
Panagora Asset Management sold 11,872 HealthEquity shares in Q2 2023, an estimated $697K.
Panagora Asset Management first reported a position in HealthEquity in Q3 2014 and held it in 15 quarters.
Panagora Asset Management's HealthEquity position peaked at $5.98M in Q2 2019.
317 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on Panagora Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.