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Steward Financial Group’s HealthEquity HQY Stock Holding History

Steward Financial 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
2023
Q3 		$2K Buy
+41
New +$2.77K ﹤0.01% 988
2023
Q2 		– Sell
-15
Closed – – 708
2023
Q1 		$0 Sell
15
-4
-21% -$243 ﹤0.01% 812
2022
Q4 		$1K Buy
+19
New +$1.28K ﹤0.01% 424
2022
Q3 		– Sell
-26
Closed -$1K – 637
2022
Q2 		$1K Buy
+26
New +$1.67K ﹤0.01% 758

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
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 $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Financial Group's HQY Position: Q3 2023 in Review

Steward Financial Group opened a new position in HealthEquity (HQY) in Q3 2023: 41 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #988 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HQY as recently as Q1 2023.

Steward Financial Group first reported a position in HQY in Q2 2022 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold HQY as of Q3 2023.

  • Steward Financial Group held 41 shares of HealthEquity worth $2K as of Q3 2023.
  • HealthEquity was a new Steward Financial Group position in Q3 2023.
  • HealthEquity made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #988 holding.
  • Steward Financial Group first reported a position in HealthEquity in Q2 2022 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held HealthEquity as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.