SMH
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Sanders Morris Harris’s HealthEquity HQY Stock Holding History

Sanders Morris Harris’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
2018
Q2 		– Sell
-41,500
Closed -$2.51M – 146
2018
Q1 		$2.51M Sell
41,500
-4,000
-9% -$217K 1.05% 23
2017
Q4 		$2.12M Hold
45,500
– – 0.9% 26
2017
Q3 		$2.3M Buy
+45,500
New +$2.12M 0.98% 26

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Sanders Morris Harris's HQY Position: Q2 2018 in Review

Sanders Morris Harris sold out of HealthEquity (HQY) in Q2 2018, closing a stake of 41,500 shares — an estimated $2.51M sold.

Sanders Morris Harris first reported a position in HQY in Q3 2017 and held it in 3 quarters. The position peaked at $2.51M in Q1 2018. 276 funds tracked by Wall St. Rank hold HQY as of Q2 2018.

  • Sanders Morris Harris reported no remaining HealthEquity position as of Q2 2018 after selling out during the quarter.
  • Sanders Morris Harris sold 41,500 HealthEquity shares in Q2 2018, an estimated $2.51M.
  • Sanders Morris Harris first reported a position in HealthEquity in Q3 2017 and held it in 3 quarters.
  • Sanders Morris Harris's HealthEquity position peaked at $2.51M in Q1 2018.
  • 276 funds tracked by Wall St. Rank held HealthEquity as of Q2 2018.

Based on Sanders Morris Harris's 13F filing for Q2 2018, filed 10 Jul 2018.