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TIAA CREF Investment Management’s HealthEquity HQY Stock Holding History

TIAA CREF 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 		$12.7M Sell
172,068
-2,360
-1% -$166K 0.01% 920
2018
Q4 		$10.4M Sell
174,428
-2,244
-1% -$181K 0.01% 937
2018
Q3 		$16.7M Sell
176,672
-9,842
-5% -$848K 0.01% 819
2018
Q2 		$14M Buy
186,514
+28,707
+18% +$2.06M 0.01% 945
2018
Q1 		$9.55M Sell
157,807
-651
-0.4% -$35.2K 0.01% 1137
2017
Q4 		$7.39M Sell
158,458
-50,501
-24% -$2.5M ﹤0.01% 1351
2017
Q3 		$10.6M Buy
208,959
+11,974
+6% +$557K 0.01% 1117
2017
Q2 		$9.82M Buy
196,985
+54,025
+38% +$2.53M 0.01% 1147
2017
Q1 		$6.07M Buy
142,960
+17,639
+14% +$781K ﹤0.01% 1469
2016
Q4 		$5.08M Sell
125,321
-2,909
-2% -$112K ﹤0.01% 1593
2016
Q3 		$4.85K Buy
128,230
+764
+0.6% +$24.2K ﹤0.01% 1628
2016
Q2 		$3.87M Buy
127,466
+11,320
+10% +$297K ﹤0.01% 1726
2016
Q1 		$2.87M Buy
116,146
+82
+0.1% +$1.76K ﹤0.01% 1881
2015
Q4 		$2.91M Sell
116,064
-5,581
-5% -$171K ﹤0.01% 1926
2015
Q3 		$3.6M Sell
121,645
-3,023
-2% -$95K ﹤0.01% 1761
2015
Q2 		$4M Buy
124,668
+94,867
+318% +$2.55M ﹤0.01% 1845
2015
Q1 		$745K Buy
29,801
+6,787
+29% +$147K ﹤0.01% 2778
2014
Q4 		$586K Buy
23,014
+2,381
+12% +$51.7K ﹤0.01% 2916
2014
Q3 		$378K Buy
+20,633
New +$396K ﹤0.01% 3029

Other funds holding HQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA CREF Investment Management's HQY Position: Q1 2019 in Review

TIAA CREF Investment Management reduced its HealthEquity (HQY) stake by 1.4% in Q1 2019, selling an estimated $166K and leaving 172,068 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #920.

TIAA CREF Investment Management first reported a position in HQY in Q3 2014 and has held it in 19 quarters since. The position peaked at $16.7M in Q3 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

  • TIAA CREF Investment Management held 172,068 shares of HealthEquity worth $12.7M as of Q1 2019.
  • TIAA CREF Investment Management sold 2,360 HealthEquity shares in Q1 2019, an estimated $166K.
  • HealthEquity made up 0.01% of TIAA CREF Investment Management's portfolio in Q1 2019, its #920 holding.
  • TIAA CREF Investment Management first reported a position in HealthEquity in Q3 2014 and has held it in 19 quarters since.
  • TIAA CREF Investment Management's HealthEquity position peaked at $16.7M in Q3 2018.
  • 326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on TIAA CREF Investment Management's 13F filing for Q1 2019, filed 14 May 2019.