Quantbot Technologies’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-20,723
| Closed | -$1.9M | – | 1911 |
|
|
2025
Q4 | $1.9M | Buy |
+20,723
| New | +$1.98M | 0.06% | 467 |
|
|
2023
Q3 | – | Sell |
-6,871
| Closed | -$434K | – | 1725 |
|
|
2023
Q2 | $434K | Buy |
+6,871
| New | +$398K | 0.03% | 721 |
|
|
2022
Q2 | – | Sell |
-10,828
| Closed | -$730K | – | 1877 |
|
|
2022
Q1 | $730K | Sell |
10,828
-22,398
| -67% | -$1.21M | 0.06% | 445 |
|
|
2021
Q4 | $1.47M | Buy |
33,226
+25,473
| +329% | +$1.48M | 0.12% | 260 |
|
|
2021
Q3 | $502K | Buy |
+7,753
| New | +$538K | 0.04% | 605 |
|
|
2020
Q3 | – | Sell |
-3,325
| Closed | -$195K | – | 1439 |
|
|
2020
Q2 | $195K | Buy |
3,325
+299
| +10% | +$16.5K | 0.03% | 435 |
|
|
2020
Q1 | $153K | Sell |
3,026
-6,271
| -67% | -$416K | 0.1% | 257 |
|
|
2019
Q4 | $688K | Sell |
9,297
-3,771
| -29% | -$235K | 0.07% | 334 |
|
|
2019
Q3 | $746K | Sell |
13,068
-5,002
| -28% | -$332K | 0.07% | 345 |
|
|
2019
Q2 | $1.18M | Buy |
18,070
+13,351
| +283% | +$929K | 0.12% | 210 |
|
|
2019
Q1 | $349K | Sell |
4,719
-3,970
| -46% | -$279K | 0.03% | 531 |
|
|
2018
Q4 | $518K | Buy |
8,689
+43
| +0.5% | +$3.47K | 0.05% | 434 |
|
|
2018
Q3 | $816K | Buy |
+8,646
| New | +$745K | 0.06% | 430 |
|
|
2017
Q3 | – | Sell |
-3,941
| Closed | -$196K | – | 1294 |
|
|
2017
Q2 | $196K | Sell |
3,941
-2,942
| -43% | -$138K | 0.02% | 675 |
|
|
2017
Q1 | $292K | Buy |
6,883
+3,129
| +83% | +$138K | 0.03% | 540 |
|
|
2016
Q4 | $152K | Buy |
+3,754
| New | +$145K | 0.02% | 614 |
|
|
2016
Q3 | – | Sell |
-3,209
| Closed | -$97K | – | 1175 |
|
|
2016
Q2 | $97K | Buy |
+3,209
| New | +$84.3K | 0.01% | 723 |
|
|
2016
Q1 | – | Sell |
-8,536
| Closed | -$213K | – | 1259 |
|
|
2015
Q4 | $213K | Buy |
8,536
+8,439
| +8,700% | +$259K | 0.04% | 442 |
|
|
2015
Q3 | $2K | Buy |
+97
| New | +$3.05K | ﹤0.01% | 1138 |
|
Other funds holding HQY
WA
VPM
VCM
