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Sherbrooke Park Advisers’s HealthEquity HQY Stock Holding History

Sherbrooke Park Advisers’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
2024
Q3 		– Sell
-4,323
Closed -$373K – 1048
2024
Q2 		$373K Buy
4,323
+948
+28% +$76.6K 0.07% 532
2024
Q1 		$276K Buy
+3,375
New +$264K 0.05% 599

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sherbrooke Park Advisers's HQY Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 4,323 shares — an estimated $373K sold.

Sherbrooke Park Advisers first reported a position in HQY in Q1 2024 and held it in 2 quarters. The position peaked at $373K in Q2 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 4,323 HealthEquity shares in Q3 2024, an estimated $373K.
  • Sherbrooke Park Advisers first reported a position in HealthEquity in Q1 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's HealthEquity position peaked at $373K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.