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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 $6.73T AUM 46.02% 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 $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Ziegler Capital Management's HQY Position: Q4 2021 in Review

Ziegler Capital Management sold out of HealthEquity (HQY) in Q4 2021, closing a stake of 89,091 shares — an estimated $5.77M sold.

Ziegler Capital Management first reported a position in HQY in Q1 2020 and held it in 7 quarters. The position peaked at $8.35M in Q4 2020. 282 funds tracked by Wall St. Rank hold HQY as of Q4 2021.

  • Ziegler Capital Management reported no remaining HealthEquity position as of Q4 2021 after selling out during the quarter.
  • Ziegler Capital Management sold 89,091 HealthEquity shares in Q4 2021, an estimated $5.77M.
  • Ziegler Capital Management first reported a position in HealthEquity in Q1 2020 and held it in 7 quarters.
  • Ziegler Capital Management's HealthEquity position peaked at $8.35M in Q4 2020.
  • 282 funds tracked by Wall St. Rank held HealthEquity as of Q4 2021.

Based on Ziegler Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.