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Partners Group Holding’s HealthEquity HQY Stock Holding History

Partners Group Holding’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
2022
Q1 		– Sell
-9,682
Closed -$428K – 116
2021
Q4 		$428K Hold
9,682
– – 0.02% 100
2021
Q3 		$627K Buy
+9,682
New +$672K 0.04% 55

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Partners Group Holding's HQY Position: Q1 2022 in Review

Partners Group Holding sold out of HealthEquity (HQY) in Q1 2022, closing a stake of 9,682 shares — an estimated $428K sold.

Partners Group Holding first reported a position in HQY in Q3 2021 and held it in 2 quarters. The position peaked at $627K in Q3 2021. 298 funds tracked by Wall St. Rank hold HQY as of Q1 2022.

  • Partners Group Holding reported no remaining HealthEquity position as of Q1 2022 after selling out during the quarter.
  • Partners Group Holding sold 9,682 HealthEquity shares in Q1 2022, an estimated $428K.
  • Partners Group Holding first reported a position in HealthEquity in Q3 2021 and held it in 2 quarters.
  • Partners Group Holding's HealthEquity position peaked at $627K in Q3 2021.
  • 298 funds tracked by Wall St. Rank held HealthEquity as of Q1 2022.

Based on Partners Group Holding's 13F filing for Q1 2022, filed 13 May 2022.