Westwood Holdings Group’s HealthEquity HQY Stock Holding History

Westwood Holdings Group’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
2023 Q3	–	Sell	-9,387	Closed	-$593K	–	467
2023 Q2	$593K	Buy	+9,387	New	+$544K	0.01%	376

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Westwood Holdings Group's HQY Position: Q3 2023 in Review

Westwood Holdings Group sold out of HealthEquity (HQY) in Q3 2023, closing a stake of 9,387 shares — an estimated $593K sold.

Westwood Holdings Group first reported a position in HQY in Q2 2023 and held it in 1 quarter. The position peaked at $593K in Q2 2023. 342 funds tracked by Wall St. Rank hold HQY as of Q3 2023.

Westwood Holdings Group reported no remaining HealthEquity position as of Q3 2023 after selling out during the quarter.
Westwood Holdings Group sold 9,387 HealthEquity shares in Q3 2023, an estimated $593K.
Westwood Holdings Group first reported a position in HealthEquity in Q2 2023 and held it in 1 quarter.
Westwood Holdings Group's HealthEquity position peaked at $593K in Q2 2023.
342 funds tracked by Wall St. Rank held HealthEquity as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.