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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
Q2 		– Sell
-600
Closed -$49K – 3913
2024
Q1 		$49K Sell
600
-13,500
-96% -$1.05M ﹤0.01% 3573
2023
Q4 		$935K Buy
14,100
+4,800
+52% +$333K ﹤0.01% 2144
2023
Q3 		$679K Buy
9,300
+6,700
+258% +$453K ﹤0.01% 2124
2023
Q2 		$164K Sell
2,600
-14,200
-85% -$823K ﹤0.01% 2988
2023
Q1 		$986K Buy
16,800
+7,500
+81% +$455K ﹤0.01% 1845
2022
Q4 		$573K Buy
9,300
+5,300
+133% +$356K ﹤0.01% 2384
2022
Q3 		$269K Sell
4,000
-500
-11% -$31.6K ﹤0.01% 3425
2022
Q2 		$281K Sell
4,500
-18,700
-81% -$1.2M ﹤0.01% 4434
2022
Q1 		$1.56M Buy
23,200
+16,200
+231% +$875K ﹤0.01% 2082
2021
Q4 		$310K Buy
7,000
+1,500
+27% +$87.4K ﹤0.01% 3640
2021
Q3 		$356K Sell
5,500
-100
-2% -$6.95K ﹤0.01% 3528
2021
Q2 		$451K Sell
5,600
-48,900
-90% -$3.73M ﹤0.01% 3324
2021
Q1 		$3.71M Buy
54,500
+35,900
+193% +$2.82M 0.01% 1299
2020
Q4 		$1.3M Sell
18,600
-38,800
-68% -$2.41M ﹤0.01% 2237
2020
Q3 		$2.95M Sell
57,400
-32,800
-36% -$1.8M 0.01% 1324
2020
Q2 		$5.29M Buy
90,200
+59,100
+190% +$3.27M 0.02% 790
2020
Q1 		$1.57M Buy
31,100
+12,600
+68% +$837K 0.01% 1206
2019
Q4 		$1.37M Buy
+18,500
New +$1.15M 0.01% 1337
2019
Q3 		– Sell
-8,000
Closed -$523K – 3957
2019
Q2 		$523K Sell
8,000
-18,800
-70% -$1.31M ﹤0.01% 2226
2019
Q1 		$1.98M Sell
26,800
-12,800
-32% -$900K 0.01% 1308
2018
Q4 		$2.36M Sell
39,600
-90,600
-70% -$7.3M 0.02% 1118
2018
Q3 		$12.3M Buy
+130,200
New +$11.2M 0.05% 378

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.