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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 1.53% 19
2021
Q2 		$5.23M Buy
+64,958
New +$4.95M 1.42% 25
2020
Q2 		– Sell
-30,700
Closed -$1.55M – 84
2020
Q1 		$1.55M Buy
+30,700
New +$2.04M 0.55% 42

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WA
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Fidelity Investments
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JP Morgan Chase
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State Street
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Mackenzie Financial
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FAM
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ACH
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