Silvant Capital Management’s HealthEquity HQY Stock Holding History

Silvant 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
2020 Q3	–	Sell	-6,644	Closed	-$390K	–	334
2020 Q2	$390K	Hold	6,644	–	–	0.07%	122
2020 Q1	$336K	Hold	6,644	–	–	0.07%	121
2019 Q4	$492K	Hold	6,644	–	–	0.09%	113
2019 Q3	$380K	Hold	6,644	–	–	0.08%	123
2019 Q2	$435K	Hold	6,644	–	–	0.08%	124
2019 Q1	$492K	Hold	6,644	–	–	0.09%	115
2018 Q4	$396K	Buy	6,644 +505	+8%	+$40.7K	0.08%	123
2018 Q3	$580K	Hold	6,139	–	–	0.07%	115
2018 Q2	$461K	Buy	6,139 +550	+10%	+$39.5K	0.06%	124
2018 Q1	$338K	Buy	+5,589	New	+$303K	0.04%	152

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Silvant Capital Management's HQY Position: Q3 2020 in Review

Silvant Capital Management sold out of HealthEquity (HQY) in Q3 2020, closing a stake of 6,644 shares — an estimated $390K sold.

Silvant Capital Management first reported a position in HQY in Q1 2018 and held it in 10 quarters. The position peaked at $580K in Q3 2018. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

Silvant Capital Management reported no remaining HealthEquity position as of Q3 2020 after selling out during the quarter.
Silvant Capital Management sold 6,644 HealthEquity shares in Q3 2020, an estimated $390K.
Silvant Capital Management first reported a position in HealthEquity in Q1 2018 and held it in 10 quarters.
Silvant Capital Management's HealthEquity position peaked at $580K in Q3 2018.
282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on Silvant Capital Management's 13F filing for Q3 2020, filed 9 Nov 2020.