Stevard LLC’s HealthEquity HQY Stock Holding History

Stevard LLC’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 Q4	–	Sell	-4,194	Closed	-$215K	–	111
2020 Q3	$215K	Buy	+4,194	New	+$230K	0.09%	150

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

JSP

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

ACH

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Stevard LLC's HQY Position: Q4 2020 in Review

Stevard LLC sold out of HealthEquity (HQY) in Q4 2020, closing a stake of 4,194 shares — an estimated $215K sold.

Stevard LLC first reported a position in HQY in Q3 2020 and held it in 1 quarter. The position peaked at $215K in Q3 2020. 285 funds tracked by Wall St. Rank hold HQY as of Q4 2020.

Stevard LLC reported no remaining HealthEquity position as of Q4 2020 after selling out during the quarter.
Stevard LLC sold 4,194 HealthEquity shares in Q4 2020, an estimated $215K.
Stevard LLC first reported a position in HealthEquity in Q3 2020 and held it in 1 quarter.
Stevard LLC's HealthEquity position peaked at $215K in Q3 2020.
285 funds tracked by Wall St. Rank held HealthEquity as of Q4 2020.

Based on Stevard LLC's 13F filing for Q4 2020, filed 12 Feb 2021.