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Thornburg Investment Management’s HealthEquity HQY Stock Holding History

Thornburg Investment Management’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
Q1 		– Sell
-105,125
Closed -$6.27M – 185
2018
Q4 		$6.27M Buy
+105,125
New +$8.47M 0.06% 138
2017
Q1 		– Sell
-74,482
Closed -$3.02M – 274
2016
Q4 		$3.02M Sell
74,482
-156,516
-68% -$6.05M 0.02% 243
2016
Q3 		$8.74M Hold
230,998
– – 0.07% 183
2016
Q2 		$7.02M Sell
230,998
-13,436
-5% -$353K 0.05% 197
2016
Q1 		$6.03M Buy
+244,434
New +$5.24M 0.04% 204

Other funds holding HQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Thornburg Investment Management's HQY Position: Q1 2019 in Review

Thornburg Investment Management sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 105,125 shares — an estimated $6.27M sold.

Thornburg Investment Management first reported a position in HQY in Q1 2016 and held it in 5 quarters. The position peaked at $8.74M in Q3 2016. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

  • Thornburg Investment Management reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
  • Thornburg Investment Management sold 105,125 HealthEquity shares in Q1 2019, an estimated $6.27M.
  • Thornburg Investment Management first reported a position in HealthEquity in Q1 2016 and held it in 5 quarters.
  • Thornburg Investment Management's HealthEquity position peaked at $8.74M in Q3 2016.
  • 326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on Thornburg Investment Management's 13F filing for Q1 2019, filed 7 May 2019.