ZB
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Zions Bancorporation’s HealthEquity HQY Stock Holding History

Zions Bancorporation’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
2024
Q4 		$2.33M Buy
24,244
+3,636
+18% +$339K 0.15% 133
2024
Q3 		$1.69M Buy
20,608
+2,816
+16% +$217K 0.12% 150
2024
Q2 		$1.53M Sell
17,792
-654
-4% -$52.8K 0.12% 134
2024
Q1 		$1.51M Buy
18,446
+713
+4% +$55.7K 0.11% 156
2023
Q4 		$1.18M Buy
17,733
+991
+6% +$68.7K 0.08% 192
2023
Q3 		$1.22M Buy
16,742
+1,069
+7% +$72.2K 0.11% 150
2023
Q2 		$990K Sell
15,673
-836
-5% -$48.5K 0.08% 182
2023
Q1 		$969K Buy
16,509
+1,592
+11% +$96.7K 0.08% 195
2022
Q4 		$919K Buy
14,917
+2,283
+18% +$153K 0.07% 181
2022
Q3 		$849K Buy
12,634
+10
+0.1% +$633 0.09% 157
2022
Q2 		$775K Buy
12,624
+2,415
+24% +$155K 0.08% 183
2022
Q1 		$688K Buy
10,209
+2,725
+36% +$147K 0.06% 207
2021
Q4 		$331K Buy
7,484
+1,164
+18% +$67.8K 0.03% 269
2021
Q3 		$409K Buy
6,320
+1,447
+30% +$100K 0.04% 230
2021
Q2 		$392K Buy
4,873
+693
+17% +$52.8K 0.04% 211
2021
Q1 		$284K Sell
4,180
-6
-0.1% -$471 0.03% 232
2020
Q4 		$292K Buy
4,186
+169
+4% +$10.5K 0.04% 203
2020
Q3 		$206K Buy
4,017
+5
+0.1% +$275 0.03% 219
2020
Q2 		$235K Buy
4,012
+471
+13% +$26K 0.03% 190
2020
Q1 		$179K Buy
3,541
+496
+16% +$32.9K 0.03% 194
2019
Q4 		$226K Sell
3,045
-757
-20% -$47.2K 0.03% 191
2019
Q3 		$217K Buy
3,802
+10
+0.3% +$664 0.03% 226
2019
Q2 		$248K Buy
3,792
+216
+6% +$15K 0.04% 182
2019
Q1 		$265K Buy
3,576
+69
+2% +$4.85K 0.04% 167
2018
Q4 		$209K Sell
3,507
-25
-0.7% -$2.02K 0.15% 71
2018
Q3 		$333K Sell
3,532
-82
-2% -$7.06K 0.08% 114
2018
Q2 		$271K Sell
3,614
-26
-0.7% -$1.87K 0.19% 73
2018
Q1 		$220K Buy
+3,640
New +$197K 0.05% 124
2017
Q4 		– Sell
-2,360
Closed -$119K – 770
2017
Q3 		$119K Buy
+2,360
New +$110K 0.02% 367

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zions Bancorporation's HQY Position: Q4 2024 in Review

Zions Bancorporation increased its HealthEquity (HQY) stake by 18% in Q4 2024, buying an estimated $339K and bringing the position to 24,244 shares worth $2.33M. The position accounts for 0.15% of the portfolio, ranked #133.

Zions Bancorporation first reported a position in HQY in Q3 2017 and has held it in 29 quarters since. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Zions Bancorporation held 24,244 shares of HealthEquity worth $2.33M as of Q4 2024.
  • Zions Bancorporation bought 3,636 HealthEquity shares in Q4 2024, an estimated $339K.
  • HealthEquity made up 0.15% of Zions Bancorporation's portfolio in Q4 2024, its #133 holding.
  • Zions Bancorporation first reported a position in HealthEquity in Q3 2017 and has held it in 29 quarters since.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.