Pictet Asset Management (UK)’s HealthEquity HQY Stock Holding History

Pictet Asset Management (UK)’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
2021 Q2	$16.6M	Sell	206,404 -9,643	-4%	-$735K	0.02%	566
2021 Q1	$14.7M	Sell	216,047 -500	-0.2%	-$39.3K	0.02%	571
2020 Q4	$15.1M	Hold	216,547	–	–	0.02%	536
2020 Q3	$11.1M	Buy	216,547 +3,600	+2%	+$198K	0.02%	527
2020 Q2	$12.5M	Buy	212,947 +700	+0.3%	+$38.7K	0.02%	486
2020 Q1	$10.7M	Sell	212,247 -8,553	-4%	-$568K	0.02%	470
2019 Q4	$16.4M	Buy	220,800 +800	+0.4%	+$49.9K	0.03%	479
2019 Q3	$12.6M	Hold	220,000	–	–	0.03%	484
2019 Q2	$14.4M	Hold	220,000	–	–	0.03%	454
2019 Q1	$16.3M	Sell	220,000 -37,500	-15%	-$2.64M	0.04%	443
2018 Q4	$15.4K	Buy	257,500 +57,500	+29%	+$4.63M	0.04%	419
2018 Q3	$18.9M	Buy	+200,000	New	+$17.2M	0.04%	430

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

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

Pictet Asset Management (UK)'s HQY Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its HealthEquity (HQY) stake by 4.5% in Q2 2021, selling an estimated $735K and leaving 206,404 shares worth $16.6M. The position accounts for 0.02% of the portfolio, ranked #566.

Pictet Asset Management (UK) first reported a position in HQY in Q3 2018 and has held it in 12 quarters since. The position peaked at $18.9M in Q3 2018. 286 funds tracked by Wall St. Rank hold HQY as of Q2 2021.

Pictet Asset Management (UK) held 206,404 shares of HealthEquity worth $16.6M as of Q2 2021.
Pictet Asset Management (UK) sold 9,643 HealthEquity shares in Q2 2021, an estimated $735K.
HealthEquity made up 0.02% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #566 holding.
Pictet Asset Management (UK) first reported a position in HealthEquity in Q3 2018 and has held it in 12 quarters since.
Pictet Asset Management (UK)'s HealthEquity position peaked at $18.9M in Q3 2018.
286 funds tracked by Wall St. Rank held HealthEquity as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.