S&CO Inc’s HealthEquity HQY Stock Holding History

S&CO Inc’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 Q1	–	Sell	-2,710	Closed	-$201K	–	174
2019 Q4	$201K	Buy	+2,710	New	+$169K	0.02%	174
2019 Q2	–	Sell	-2,710	Closed	-$200K	–	192
2019 Q1	$200K	Buy	+2,710	New	+$191K	0.02%	188
2018 Q4	–	Sell	-2,710	Closed	-$256K	–	184
2018 Q3	$256K	Hold	2,710	–	–	0.03%	176
2018 Q2	$204K	Buy	+2,710	New	+$195K	0.02%	195

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

JSP

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

S&CO Inc's HQY Position: Q1 2020 in Review

S&CO Inc sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 2,710 shares — an estimated $201K sold.

S&CO Inc first reported a position in HQY in Q2 2018 and held it in 4 quarters. The position peaked at $256K in Q3 2018. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

S&CO Inc reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
S&CO Inc sold 2,710 HealthEquity shares in Q1 2020, an estimated $201K.
S&CO Inc first reported a position in HealthEquity in Q2 2018 and held it in 4 quarters.
S&CO Inc's HealthEquity position peaked at $256K in Q3 2018.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on S&CO Inc's 13F filing for Q1 2020, filed 28 Apr 2020.