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Stanley-Laman Group’s HealthEquity HQY Stock Holding History

Stanley-Laman Group’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
Q1 		– Sell
-15,647
Closed -$1.16M – 283
2019
Q4 		$1.16M Buy
15,647
+675
+5% +$42.1K 0.27% 115
2019
Q3 		$856K Sell
14,972
-176
-1% -$11.7K 0.21% 150
2019
Q2 		$991K Sell
15,148
-28
-0.2% -$1.95K 0.24% 136
2019
Q1 		$1.12M Sell
15,176
-588
-4% -$41.3K 0.27% 112
2018
Q4 		$940K Buy
+15,764
New +$1.27M 0.26% 118

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stanley-Laman Group's HQY Position: Q1 2020 in Review

Stanley-Laman Group sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 15,647 shares — an estimated $1.16M sold.

Stanley-Laman Group first reported a position in HQY in Q4 2018 and held it in 5 quarters. The position peaked at $1.16M in Q4 2019. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

  • Stanley-Laman Group reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
  • Stanley-Laman Group sold 15,647 HealthEquity shares in Q1 2020, an estimated $1.16M.
  • Stanley-Laman Group first reported a position in HealthEquity in Q4 2018 and held it in 5 quarters.
  • Stanley-Laman Group's HealthEquity position peaked at $1.16M in Q4 2019.
  • 288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Stanley-Laman Group's 13F filing for Q1 2020, filed 12 May 2020.