Robeco Institutional Asset Management
HQY icon

Robeco Institutional Asset Management’s HealthEquity HQY Stock Holding History

Robeco Institutional Asset 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
2024
Q1 		– Sell
-43
Closed -$2.85K – 996
2023
Q4 		$2.85K Buy
+43
New +$2.98K ﹤0.01% 1059
2019
Q1 		– Sell
-7,252
Closed -$422K – 969
2018
Q4 		$422K Buy
+7,252
New +$585K ﹤0.01% 838
2018
Q1 		– Sell
-21,995
Closed -$1.03M – 953
2017
Q4 		$1.03M Buy
+21,995
New +$1.09M 0.01% 696

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Robeco Institutional Asset Management's HQY Position: Q1 2024 in Review

Robeco Institutional Asset Management sold out of HealthEquity (HQY) in Q1 2024, closing a stake of 43 shares — an estimated $2.85K sold.

Robeco Institutional Asset Management first reported a position in HQY in Q4 2017 and held it in 3 quarters. The position peaked at $1.03M in Q4 2017. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • Robeco Institutional Asset Management reported no remaining HealthEquity position as of Q1 2024 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 43 HealthEquity shares in Q1 2024, an estimated $2.85K.
  • Robeco Institutional Asset Management first reported a position in HealthEquity in Q4 2017 and held it in 3 quarters.
  • Robeco Institutional Asset Management's HealthEquity position peaked at $1.03M in Q4 2017.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Robeco Institutional Asset Management's 13F filing for Q1 2024, filed 24 Apr 2024.