Sumitomo Mitsui Trust Group
HQY icon

Sumitomo Mitsui Trust Group’s HealthEquity HQY Stock Holding History

Sumitomo Mitsui Trust 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
2019
Q2 		– Sell
-7,124
Closed -$527K – 1023
2019
Q1 		$527K Sell
7,124
-3,001
-30% -$211K ﹤0.01% 898
2018
Q4 		$588K Buy
+10,125
New +$816K ﹤0.01% 857

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JSP
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Janus Henderson Group
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WA
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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sumitomo Mitsui Trust Group's HQY Position: Q2 2019 in Review

Sumitomo Mitsui Trust Group sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 7,124 shares — an estimated $527K sold.

Sumitomo Mitsui Trust Group first reported a position in HQY in Q4 2018 and held it in 2 quarters. The position peaked at $588K in Q4 2018. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

  • Sumitomo Mitsui Trust Group reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 7,124 HealthEquity shares in Q2 2019, an estimated $527K.
  • Sumitomo Mitsui Trust Group first reported a position in HealthEquity in Q4 2018 and held it in 2 quarters.
  • Sumitomo Mitsui Trust Group's HealthEquity position peaked at $588K in Q4 2018.
  • 325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2019, filed 29 Jul 2019.