SG Capital Management’s HealthEquity HQY Stock Holding History

SG Capital 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
2021 Q3	–	Sell	-91,489	Closed	-$7.36M	–	65
2021 Q2	$7.36M	Buy	+91,489	New	+$6.97M	2.03%	19

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

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

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

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 Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

SG Capital Management's HQY Position: Q3 2021 in Review

SG Capital Management sold out of HealthEquity (HQY) in Q3 2021, closing a stake of 91,489 shares — an estimated $7.36M sold.

SG Capital Management first reported a position in HQY in Q2 2021 and held it in 1 quarter. The position peaked at $7.36M in Q2 2021. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

SG Capital Management reported no remaining HealthEquity position as of Q3 2021 after selling out during the quarter.
SG Capital Management sold 91,489 HealthEquity shares in Q3 2021, an estimated $7.36M.
SG Capital Management first reported a position in HealthEquity in Q2 2021 and held it in 1 quarter.
SG Capital Management's HealthEquity position peaked at $7.36M in Q2 2021.
286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on SG Capital Management's 13F filing for Q3 2021, filed 18 Oct 2021.