Winton Group’s HealthEquity HQY Stock Holding History

Winton 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 Q1	–	Sell	-5,922	Closed	-$365K	–	1010
2022 Q4	$365K	Buy	+5,922	New	+$398K	0.02%	731
2019 Q1	–	Sell	-4,179	Closed	-$249K	–	1116
2018 Q4	$249K	Sell	4,179 -1,095	-21%	-$88.3K	0.01%	728
2018 Q3	$498K	Buy	5,274 +717	+16%	+$61.8K	0.01%	626
2018 Q2	$342K	Buy	4,557 +1,148	+34%	+$82.5K	0.01%	775
2018 Q1	$206K	Buy	+3,409	New	+$185K	0.01%	1098

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

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

ACH

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winton Group's HQY Position: Q1 2023 in Review

Winton Group sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 5,922 shares — an estimated $365K sold.

Winton Group first reported a position in HQY in Q1 2018 and held it in 5 quarters. The position peaked at $498K in Q3 2018. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

Winton Group reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
Winton Group sold 5,922 HealthEquity shares in Q1 2023, an estimated $365K.
Winton Group first reported a position in HealthEquity in Q1 2018 and held it in 5 quarters.
Winton Group's HealthEquity position peaked at $498K in Q3 2018.
311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on Winton Group's 13F filing for Q1 2023, filed 12 May 2023.