Penserra Capital Management’s HealthEquity HQY Stock Holding History

Penserra Capital Management’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
2023 Q4	–	Sell	-6,640	Closed	-$485K	–	1302
2023 Q3	$485K	Buy	+6,640	New	+$449K	0.01%	518
2022 Q4	–	Sell	-12,258	Closed	-$823K	–	1180
2022 Q3	$823K	Sell	12,258 -3,592	-23%	-$227K	0.02%	382
2022 Q2	$973K	Buy	+15,850	New	+$1.02M	0.03%	390
2018 Q4	–	Sell	-180,074	Closed	-$17M	–	696
2018 Q3	$17M	Buy	180,074 +7,035	+4%	+$606K	1.04%	36
2018 Q2	$13M	Buy	173,039 +63,749	+58%	+$4.58M	0.82%	44
2018 Q1	$6.62M	Buy	+109,290	New	+$5.92M	0.63%	57
2017 Q1	–	Sell	-17,940	Closed	-$726K	–	686
2016 Q4	$726K	Buy	+17,940	New	+$693K	0.08%	108

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Penserra Capital Management's HQY Position: Q4 2023 in Review

Penserra Capital Management sold out of HealthEquity (HQY) in Q4 2023, closing a stake of 6,640 shares — an estimated $485K sold.

Penserra Capital Management first reported a position in HQY in Q4 2016 and held it in 7 quarters. The position peaked at $17M in Q3 2018. 352 funds tracked by Wall St. Rank hold HQY as of Q4 2023.

Penserra Capital Management reported no remaining HealthEquity position as of Q4 2023 after selling out during the quarter.
Penserra Capital Management sold 6,640 HealthEquity shares in Q4 2023, an estimated $485K.
Penserra Capital Management first reported a position in HealthEquity in Q4 2016 and held it in 7 quarters.
Penserra Capital Management's HealthEquity position peaked at $17M in Q3 2018.
352 funds tracked by Wall St. Rank held HealthEquity as of Q4 2023.

Based on Penserra Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.