Sun Life Financial’s HealthEquity HQY Stock Holding History

Sun Life Financial’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 Q4	–	Sell	-3,738	Closed	-$214K	–	509
2019 Q3	$214K	Buy	+3,738	New	+$248K	0.06%	173

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

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

JSP

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

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sun Life Financial's HQY Position: Q4 2019 in Review

Sun Life Financial sold out of HealthEquity (HQY) in Q4 2019, closing a stake of 3,738 shares — an estimated $214K sold.

Sun Life Financial first reported a position in HQY in Q3 2019 and held it in 1 quarter. The position peaked at $214K in Q3 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

Sun Life Financial reported no remaining HealthEquity position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 3,738 HealthEquity shares in Q4 2019, an estimated $214K.
Sun Life Financial first reported a position in HealthEquity in Q3 2019 and held it in 1 quarter.
Sun Life Financial's HealthEquity position peaked at $214K in Q3 2019.
317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.