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Savior LLC’s HealthEquity HQY Stock Holding History

Savior LLC’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
2021
Q3 		– Sell
-9
Closed -$1K – 449
2021
Q2 		$1K Hold
9
– – ﹤0.01% 797
2021
Q1 		$1K Hold
9
– – ﹤0.01% 820
2020
Q4 		$1K Hold
9
– – ﹤0.01% 791
2020
Q3 		$0 Hold
9
– – ﹤0.01% 847
2020
Q2 		$1K Hold
9
– – ﹤0.01% 735
2020
Q1 		$0 Hold
9
– – ﹤0.01% 845
2019
Q4 		$1K Buy
+9
New +$561 ﹤0.01% 836

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savior LLC's HQY Position: Q3 2021 in Review

Savior LLC sold out of HealthEquity (HQY) in Q3 2021, closing a stake of 9 shares — an estimated $1K sold.

Savior LLC first reported a position in HQY in Q4 2019 and held it in 7 quarters. The position peaked at $1K in Q2 2021. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

  • Savior LLC reported no remaining HealthEquity position as of Q3 2021 after selling out during the quarter.
  • Savior LLC sold 9 HealthEquity shares in Q3 2021, an estimated $1K.
  • Savior LLC first reported a position in HealthEquity in Q4 2019 and held it in 7 quarters.
  • Savior LLC's HealthEquity position peaked at $1K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on Savior LLC's 13F filing for Q3 2021, filed 5 Oct 2021.