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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 		$1.32M Sell
16,100
-16,700
-51% -$1.29M ﹤0.01% 1742
2024
Q2 		$2.83M Sell
32,800
-3,500
-10% -$283K 0.01% 1152
2024
Q1 		$2.96M Buy
36,300
+23,500
+184% +$1.83M 0.01% 1161
2023
Q4 		$849K Sell
12,800
-6,600
-34% -$458K ﹤0.01% 2219
2023
Q3 		$1.42M Buy
19,400
+10,600
+120% +$716K 0.01% 1576
2023
Q2 		$556K Sell
8,800
-6,800
-44% -$394K ﹤0.01% 2126
2023
Q1 		$916K Buy
15,600
+13,500
+643% +$820K ﹤0.01% 1913
2022
Q4 		$129K Buy
+2,100
New +$141K ﹤0.01% 3518
2022
Q3 		– Sell
-10,600
Closed -$667K – 5446
2022
Q2 		$667K Sell
10,600
-2,900
-21% -$186K ﹤0.01% 3503
2022
Q1 		$910K Sell
13,500
-92,600
-87% -$5M ﹤0.01% 2581
2021
Q4 		$4.69M Buy
106,100
+23,100
+28% +$1.35M 0.01% 1174
2021
Q3 		$5.38M Buy
83,000
+34,100
+70% +$2.37M 0.01% 1102
2021
Q2 		$3.94M Buy
48,900
+30,100
+160% +$2.29M 0.01% 1287
2021
Q1 		$1.28M Buy
18,800
+4,700
+33% +$369K ﹤0.01% 2333
2020
Q4 		$983K Sell
14,100
-279,800
-95% -$17.4M ﹤0.01% 2500
2020
Q3 		$15.1M Sell
293,900
-40,900
-12% -$2.25M 0.04% 419
2020
Q2 		$19.6M Buy
334,800
+72,000
+27% +$3.98M 0.07% 260
2020
Q1 		$13.3M Buy
262,800
+111,300
+73% +$7.39M 0.08% 253
2019
Q4 		$11.2M Buy
151,500
+145,200
+2,305% +$9.06M 0.06% 342
2019
Q3 		$360K Sell
6,300
-13,900
-69% -$923K ﹤0.01% 2517
2019
Q2 		$1.32M Sell
20,200
-1,700
-8% -$118K 0.01% 1597
2019
Q1 		$1.62M Sell
21,900
-8,900
-29% -$626K 0.01% 1454
2018
Q4 		$1.84M Sell
30,800
-52,900
-63% -$4.26M 0.01% 1293
2018
Q3 		$7.9M Buy
+83,700
New +$7.21M 0.03% 564

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.