Pantheon Investment Group’s HealthEquity HQY Stock Holding History

Pantheon Investment Group’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	$1.45M	Buy	33,164 +5,695	+21%	+$332K	1.14%	31
2021 Q3	$1.77M	Buy	27,469 +2,381	+9%	+$165K	1.52%	22
2021 Q2	$2.02M	Sell	25,088 -1,702	-6%	-$130K	1.69%	17
2021 Q1	$1.82M	Buy	26,790 +8,020	+43%	+$630K	1.75%	17
2020 Q4	$1.31M	Sell	18,770 -7,034	-27%	-$438K	1.43%	26
2020 Q3	$1.33M	Buy	25,804 +917	+4%	+$50.4K	1.58%	22
2020 Q2	$1.46M	Sell	24,887 -10,740	-30%	-$594K	1.83%	18
2020 Q1	$1.8M	Sell	35,627 -4,441	-11%	-$295K	2.7%	14
2019 Q4	$2.96M	Buy	+40,068	New	+$2.5M	2.79%	12

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

Pantheon Investment Group's HQY Position: Q4 2021 in Review

Pantheon Investment Group increased its HealthEquity (HQY) stake by 21% in Q4 2021, buying an estimated $332K and bringing the position to 33,164 shares worth $1.45M. The position accounts for 1.14% of the portfolio, ranked #31.

Pantheon Investment Group first reported a position in HQY in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.96M in Q4 2019. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

Pantheon Investment Group held 33,164 shares of HealthEquity worth $1.45M as of Q4 2021.
Pantheon Investment Group bought 5,695 HealthEquity shares in Q4 2021, an estimated $332K.
HealthEquity made up 1.14% of Pantheon Investment Group's portfolio in Q4 2021, its #31 holding.
Pantheon Investment Group first reported a position in HealthEquity in Q4 2019 and has held it in 9 quarters since.
Pantheon Investment Group's HealthEquity position peaked at $2.96M in Q4 2019.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.