William Blair Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,044,426
| Closed | -$85.3M | – | 431 |
|
|
2024
Q1 | $85.3M | Sell |
1,044,426
-738,485
| -41% | -$60.3M | 0.22% | 124 |
|
|
2023
Q4 | $118M | Sell |
1,782,911
-862,333
| -33% | -$57.2M | 0.34% | 97 |
|
|
2023
Q3 | $193M | Sell |
2,645,244
-147,496
| -5% | -$10.8M | 0.64% | 40 |
|
|
2023
Q2 | $176M | Sell |
2,792,740
-77,429
| -3% | -$4.89M | 0.57% | 60 |
|
|
2023
Q1 | $169M | Sell |
2,870,169
-116,125
| -4% | -$6.82M | 0.59% | 54 |
|
|
2022
Q4 | $184M | Sell |
2,986,294
-346,675
| -10% | -$21.4M | 0.7% | 42 |
|
|
2022
Q3 | $224M | Buy |
3,332,969
+645,378
| +24% | +$43.4M | 0.88% | 25 |
|
|
2022
Q2 | $165M | Sell |
2,687,591
-424,803
| -14% | -$26.1M | 0.61% | 49 |
|
|
2022
Q1 | $210M | Sell |
3,112,394
-455,767
| -13% | -$30.7M | 0.63% | 47 |
|
|
2021
Q4 | $158M | Sell |
3,568,161
-201,638
| -5% | -$8.92M | 0.43% | 84 |
|
|
2021
Q3 | $244M | Buy |
3,769,799
+42,186
| +1% | +$2.73M | 0.69% | 37 |
|
|
2021
Q2 | $300M | Sell |
3,727,613
-65,028
| -2% | -$5.23M | 0.94% | 27 |
|
|
2021
Q1 | $258M | Buy |
3,792,641
+138,278
| +4% | +$9.4M | 0.84% | 31 |
|
|
2020
Q4 | $255M | Buy |
3,654,363
+4,274
| +0.1% | +$298K | 0.85% | 32 |
|
|
2020
Q3 | $188M | Buy |
3,650,089
+1,108,938
| +44% | +$57M | 0.73% | 44 |
|
|
2020
Q2 | $149M | Buy |
2,541,151
+1,046,199
| +70% | +$61.4M | 0.61% | 61 |
|
|
2020
Q1 | $75.6M | Buy |
+1,494,952
| New | +$75.6M | 0.37% | 91 |
|