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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
2020
Q1 		– Sell
-300
Closed -$6K – 64
2019
Q4 		$6K Buy
+300
New +$18.7K 0.01% 72

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
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.