Voloridge Investment Management’s HealthEquity HQY Stock Holding History

Voloridge 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
2022 Q2	–	Sell	-42,111	Closed	-$2.84M	–	1520
2022 Q1	$2.84M	Sell	42,111 -238,952	-85%	-$12.9M	0.02%	839
2021 Q4	$12.4M	Buy	281,063 +218,082	+346%	+$12.7M	0.07%	398
2021 Q3	$4.08M	Buy	+62,981	New	+$4.37M	0.03%	759
2021 Q2	–	Sell	-33,052	Closed	-$2.25M	–	1682
2021 Q1	$2.25M	Buy	+33,052	New	+$2.6M	0.02%	787
2018 Q2	–	Sell	-11,762	Closed	-$712K	–	500
2018 Q1	$712K	Buy	+11,762	New	+$637K	0.02%	392
2017 Q3	–	Sell	-45,092	Closed	-$2.25M	–	442
2017 Q2	$2.25M	Buy	+45,092	New	+$2.11M	0.06%	261
2017 Q1	–	Sell	-67,972	Closed	-$2.75M	–	569
2016 Q4	$2.75M	Buy	+67,972	New	+$2.63M	0.06%	351

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Voloridge Investment Management's HQY Position: Q2 2022 in Review

Voloridge Investment Management sold out of HealthEquity (HQY) in Q2 2022, closing a stake of 42,111 shares — an estimated $2.84M sold.

Voloridge Investment Management first reported a position in HQY in Q4 2016 and held it in 7 quarters. The position peaked at $12.4M in Q4 2021. 307 funds tracked by Wall St. Rank hold HQY as of Q2 2022.

Voloridge Investment Management reported no remaining HealthEquity position as of Q2 2022 after selling out during the quarter.
Voloridge Investment Management sold 42,111 HealthEquity shares in Q2 2022, an estimated $2.84M.
Voloridge Investment Management first reported a position in HealthEquity in Q4 2016 and held it in 7 quarters.
Voloridge Investment Management's HealthEquity position peaked at $12.4M in Q4 2021.
307 funds tracked by Wall St. Rank held HealthEquity as of Q2 2022.

Based on Voloridge Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.