Wolverine Asset Management’s HealthEquity HQY Stock Holding History

Wolverine Asset 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
2020 Q3	–	Sell	-1,892	Closed	-$111K	–	1640
2020 Q2	$111K	Buy	+1,892	New	+$105K	﹤0.01%	1073
2019 Q1	–	Sell	-13,227	Closed	-$788K	–	1525
2018 Q4	$788K	Sell	13,227 -12,083	-48%	-$974K	0.01%	903
2018 Q3	$2.39M	Buy	25,310 +273	+1%	+$23.5K	0.03%	521
2018 Q2	$1.88M	Buy	25,037 +13,886	+125%	+$997K	0.02%	557
2018 Q1	$675K	Buy	11,151 +9,178	+465%	+$497K	0.01%	906
2017 Q4	$92K	Buy	+1,973	New	+$97.7K	﹤0.01%	1188

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

ACH

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wolverine Asset Management's HQY Position: Q3 2020 in Review

Wolverine Asset Management sold out of HealthEquity (HQY) in Q3 2020, closing a stake of 1,892 shares — an estimated $111K sold.

Wolverine Asset Management first reported a position in HQY in Q4 2017 and held it in 6 quarters. The position peaked at $2.39M in Q3 2018. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

Wolverine Asset Management reported no remaining HealthEquity position as of Q3 2020 after selling out during the quarter.
Wolverine Asset Management sold 1,892 HealthEquity shares in Q3 2020, an estimated $111K.
Wolverine Asset Management first reported a position in HealthEquity in Q4 2017 and held it in 6 quarters.
Wolverine Asset Management's HealthEquity position peaked at $2.39M in Q3 2018.
282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on Wolverine Asset Management's 13F filing for Q3 2020, filed 13 Nov 2020.