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South Dakota Investment Council’s HealthEquity HQY Stock Holding History

South Dakota Investment Council’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
2025
Q1 		– Sell
-19,876
Closed -$1.91M – 606
2024
Q4 		$1.91M Hold
19,876
– – 0.04% 319
2024
Q3 		$1.63M Hold
19,876
– – 0.03% 349
2024
Q2 		$1.71M Sell
19,876
-17
-0.1% -$1.37K 0.04% 325
2024
Q1 		$1.62M Sell
19,893
-1,400
-7% -$109K 0.03% 348
2023
Q4 		$1.41M Hold
21,293
– – 0.03% 408
2023
Q3 		$1.55M Hold
21,293
– – 0.04% 371
2023
Q2 		$1.34M Sell
21,293
-1,800
-8% -$104K 0.03% 420
2023
Q1 		$1.36M Hold
23,093
– – 0.03% 423
2022
Q4 		$1.42M Hold
23,093
– – 0.03% 398
2022
Q3 		$1.55M Hold
23,093
– – 0.04% 348
2022
Q2 		$1.42M Hold
23,093
– – 0.03% 374
2022
Q1 		$1.56M Hold
23,093
– – 0.03% 367
2021
Q4 		$1.02M Hold
23,093
– – 0.02% 472
2021
Q3 		$1.5M Hold
23,093
– – 0.03% 396
2021
Q2 		$1.86M Hold
23,093
– – 0.03% 365
2021
Q1 		$1.57M Buy
23,093
+100
+0.4% +$7.86K 0.03% 408
2020
Q4 		$1.6M Hold
22,993
– – 0.03% 371
2020
Q3 		$1.18M Buy
22,993
+2,200
+11% +$121K 0.03% 387
2020
Q2 		$1.22M Hold
20,793
– – 0.03% 365
2020
Q1 		$1.05M Buy
20,793
+2,383
+13% +$158K 0.03% 355
2019
Q4 		$1.36M Buy
18,410
+1,630
+10% +$102K 0.03% 382
2019
Q3 		$959K Buy
16,780
+8,880
+112% +$589K 0.02% 457
2019
Q2 		$517K Hold
7,900
– – 0.01% 505
2019
Q1 		$584K Buy
7,900
+1,200
+18% +$84.4K 0.01% 484
2018
Q4 		$400K Hold
6,700
– – 0.01% 507
2018
Q3 		$633K Buy
+6,700
New +$577K 0.01% 483

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

South Dakota Investment Council's HQY Position: Q1 2025 in Review

South Dakota Investment Council sold out of HealthEquity (HQY) in Q1 2025, closing a stake of 19,876 shares — an estimated $1.91M sold.

South Dakota Investment Council first reported a position in HQY in Q3 2018 and held it in 26 quarters. The position peaked at $1.91M in Q4 2024. 464 funds tracked by Wall St. Rank hold HQY as of Q1 2025.

  • South Dakota Investment Council reported no remaining HealthEquity position as of Q1 2025 after selling out during the quarter.
  • South Dakota Investment Council sold 19,876 HealthEquity shares in Q1 2025, an estimated $1.91M.
  • South Dakota Investment Council first reported a position in HealthEquity in Q3 2018 and held it in 26 quarters.
  • South Dakota Investment Council's HealthEquity position peaked at $1.91M in Q4 2024.
  • 464 funds tracked by Wall St. Rank held HealthEquity as of Q1 2025.

Based on South Dakota Investment Council's 13F filing for Q1 2025, filed 5 May 2025.