Schroder Investment Management Group’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,915
Closed -$666K 1230
2024
Q4
$666K Sell
6,915
-4,926
-42% -$474K ﹤0.01% 1068
2024
Q3
$969K Buy
11,841
+551
+5% +$45.1K ﹤0.01% 1032
2024
Q2
$952K Buy
+11,290
New +$952K ﹤0.01% 1035