Sio Capital Management’s HealthEquity HQY Stock Holding History

Sio 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 Q4	–	Sell	-73,458	Closed	-$4.76M	–	75
2021 Q3	$4.76M	Buy	73,458 +8,500	+13%	+$590K	1.52%	19
2021 Q2	$5.23M	Buy	+64,958	New	+$4.95M	1.3%	25
2020 Q2	–	Sell	-30,700	Closed	-$1.55M	–	83
2020 Q1	$1.55M	Buy	+30,700	New	+$2.04M	0.52%	42

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 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 $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Sio Capital Management's HQY Position: Q4 2021 in Review

Sio Capital Management sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 73,458 shares — an estimated $4.76M sold.

Sio Capital Management first reported a position in HQY in Q1 2020 and held it in 3 quarters. The position peaked at $5.23M in Q2 2021. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

Sio Capital Management reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
Sio Capital Management sold 73,458 HealthEquity shares in Q4 2021, an estimated $4.76M.
Sio Capital Management first reported a position in HealthEquity in Q1 2020 and held it in 3 quarters.
Sio Capital Management's HealthEquity position peaked at $5.23M in Q2 2021.
282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Sio Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.