QS Investors’s HealthEquity HQY Stock Holding History

QS Investors’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
2020 Q3	–	Sell	-1,100	Closed	-$65K	–	1334
2020 Q2	$65K	Hold	1,100	–	–	﹤0.01%	1414
2020 Q1	$56K	Hold	1,100	–	–	﹤0.01%	1387
2019 Q4	$80K	Hold	1,100	–	–	﹤0.01%	1424
2019 Q3	$63K	Hold	1,100	–	–	﹤0.01%	1455
2019 Q2	$72K	Hold	1,100	–	–	﹤0.01%	1451
2019 Q1	$82K	Hold	1,100	–	–	﹤0.01%	1446
2018 Q4	$66K	Hold	1,100	–	–	﹤0.01%	1417
2018 Q3	$104K	Hold	1,100	–	–	﹤0.01%	1384
2018 Q2	$83K	Hold	1,100	–	–	﹤0.01%	1444
2018 Q1	$67K	Hold	1,100	–	–	﹤0.01%	1445
2017 Q4	$51K	Hold	1,100	–	–	﹤0.01%	1487
2017 Q3	$56K	Hold	1,100	–	–	﹤0.01%	1498
2017 Q2	$55K	Hold	1,100	–	–	﹤0.01%	1491
2017 Q1	$47K	Buy	+1,100	New	+$48.7K	﹤0.01%	1542

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

FAM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QS Investors's HQY Position: Q3 2020 in Review

QS Investors sold out of HealthEquity (HQY) in Q3 2020, closing a stake of 1,100 shares — an estimated $65K sold.

QS Investors first reported a position in HQY in Q1 2017 and held it in 14 quarters. The position peaked at $104K in Q3 2018. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

QS Investors reported no remaining HealthEquity position as of Q3 2020 after selling out during the quarter.
QS Investors sold 1,100 HealthEquity shares in Q3 2020, an estimated $65K.
QS Investors first reported a position in HealthEquity in Q1 2017 and held it in 14 quarters.
QS Investors's HealthEquity position peaked at $104K in Q3 2018.
282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.