Summit Global Investments’s HealthEquity HQY Stock Holding History

Summit Global Investments’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
2018 Q2	–	Sell	-10,300	Closed	-$624K	–	283
2018 Q1	$624K	Buy	+10,300	New	+$558K	0.1%	128

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Summit Global Investments's HQY Position: Q2 2018 in Review

Summit Global Investments sold out of HealthEquity (HQY) in Q2 2018, closing a stake of 10,300 shares — an estimated $624K sold.

Summit Global Investments first reported a position in HQY in Q1 2018 and held it in 1 quarter. The position peaked at $624K in Q1 2018. 276 funds tracked by Wall St. Rank hold HQY as of Q2 2018.

Summit Global Investments reported no remaining HealthEquity position as of Q2 2018 after selling out during the quarter.
Summit Global Investments sold 10,300 HealthEquity shares in Q2 2018, an estimated $624K.
Summit Global Investments first reported a position in HealthEquity in Q1 2018 and held it in 1 quarter.
Summit Global Investments's HealthEquity position peaked at $624K in Q1 2018.
276 funds tracked by Wall St. Rank held HealthEquity as of Q2 2018.

Based on Summit Global Investments's 13F filing for Q2 2018, filed 10 Aug 2018.