ZCM
HQY icon

Ziegler Capital Management’s HealthEquity HQY Stock Holding History

Ziegler Capital 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
2021
Q4 		– Sell
-89,091
Closed -$5.77M – 428
2021
Q3 		$5.77M Buy
89,091
+52,530
+144% +$3.65M 0.21% 166
2021
Q2 		$7.35M Sell
36,561
-57,099
-61% -$4.35M 0.25% 149
2021
Q1 		$6.37M Sell
93,660
-26,095
-22% -$2.05M 0.2% 168
2020
Q4 		$8.35M Buy
119,755
+29,411
+33% +$1.83M 0.28% 138
2020
Q3 		$4.64M Sell
90,344
-3,887
-4% -$214K 0.18% 194
2020
Q2 		$5.53M Sell
94,231
-4,393
-4% -$243K 0.18% 180
2020
Q1 		$4.99M Buy
+98,624
New +$6.55M 0.13% 194

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return