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PEAK6 Investments’s HealthEquity HQY Stock Holding History

PEAK6 Investments’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
2024
Q3 		$407K Sell
4,974
-102
-2% -$7.87K ﹤0.01% 2430
2024
Q2 		$438K Sell
5,076
-5,366
-51% -$434K ﹤0.01% 2324
2024
Q1 		$852K Buy
10,442
+10,247
+5,255% +$800K ﹤0.01% 2035
2023
Q4 		$12.9K Buy
+195
New +$13.5K ﹤0.01% 3922
2023
Q3 		– Sell
-1,521
Closed -$103K – 4268
2023
Q2 		$96K Buy
+1,521
New +$88.2K ﹤0.01% 3247
2023
Q1 		– Sell
-3,378
Closed -$205K – 4584
2022
Q4 		$208K Buy
+3,378
New +$227K ﹤0.01% 3263
2022
Q3 		– Sell
-6,623
Closed -$419K – 5445
2022
Q2 		$409K Sell
6,623
-1,720
-21% -$110K ﹤0.01% 4037
2022
Q1 		$563K Sell
8,343
-19,436
-70% -$1.05M ﹤0.01% 3016
2021
Q4 		$1.23M Buy
27,779
+999
+4% +$58.2K ﹤0.01% 2375
2021
Q3 		$1.73M Buy
26,780
+20,979
+362% +$1.46M ﹤0.01% 2106
2021
Q2 		$467K Buy
+5,801
New +$442K ﹤0.01% 3299
2021
Q1 		– Sell
-1,033
Closed -$81.2K – 5146
2020
Q4 		$72K Sell
1,033
-157,356
-99% -$9.79M ﹤0.01% 4128
2020
Q3 		$8.14M Buy
158,389
+95,523
+152% +$5.25M 0.02% 694
2020
Q2 		$3.69M Buy
62,866
+7,285
+13% +$403K 0.01% 1013
2020
Q1 		$2.81M Buy
55,581
+35,501
+177% +$2.36M 0.02% 819
2019
Q4 		$1.49M Buy
+20,080
New +$1.25M 0.01% 1286
2019
Q2 		– Sell
-14,315
Closed -$996K – 3934
2019
Q1 		$1.06M Sell
14,315
-5,932
-29% -$417K 0.01% 1803
2018
Q4 		$1.21M Buy
+20,247
New +$1.63M 0.01% 1612

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PEAK6 Investments's HQY Position: Q3 2024 in Review

PEAK6 Investments reduced its HealthEquity (HQY) stake by 2% in Q3 2024, selling an estimated $7.87K and leaving 4,974 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

PEAK6 Investments first reported a position in HQY in Q4 2018 and has held it in 18 quarters since. The position peaked at $8.14M in Q3 2020. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • PEAK6 Investments held 4,974 shares of HealthEquity worth $407K as of Q3 2024.
  • PEAK6 Investments sold 102 HealthEquity shares in Q3 2024, an estimated $7.87K.
  • HealthEquity made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #2430 holding.
  • PEAK6 Investments first reported a position in HealthEquity in Q4 2018 and has held it in 18 quarters since.
  • PEAK6 Investments's HealthEquity position peaked at $8.14M in Q3 2020.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.