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Healthequity shares owned by Atlantic Trust

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Atlantic Trust from 13F filings

Historical chart of Atlantic Trust investment in Healthequity

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All positions including Healthequity held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.4M 74k 73.05
2023-06-30 $7.0M 111k 63.14
2023-03-31 $1.8M 113k 15.93
2022-12-31 $7.0M 114k 61.64
2022-09-30 $7.7M 115k 67.17
2022-06-30 $7.1M 115k 61.39
2022-03-31 $8.7M 129k 67.44
2021-12-31 $5.9M 133k 44.24
2021-09-30 $8.8M 135k 64.75
2021-06-30 $13M 155k 80.48
2021-03-31 $11M 164k 68.00
2020-12-31 $8.9M 127k 69.71
2020-09-30 $6.8M 132k 51.36
2020-06-30 $7.4M 126k 58.67
2020-03-31 $6.1M 120k 50.59
2019-12-31 $11M 151k 74.07
2019-09-30 $8.7M 152k 57.14
2019-06-30 $10M 158k 65.40
2019-03-31 $11M 144k 73.98
2018-12-31 $8.1M 136k 59.65
2018-09-30 $13M 140k 94.41
2018-06-30 $13M 176k 75.10
2018-03-31 $11M 180k 60.54
2017-12-31 $12M 267k 46.66
2017-09-30 $15M 296k 50.58
2017-06-30 $14M 270k 49.83
2017-03-31 $13M 311k 42.45
2016-12-31 $14M 336k 40.52
2016-09-30 $13M 336k 37.85
2016-06-30 $12M 406k 30.38
2016-03-31 $12M 468k 24.67
2015-12-31 $11M 429k 25.07
2015-09-30 $9.9M 336k 29.55
2015-06-30 $11M 332k 32.05
2015-03-31 $21M 824k 24.99
2014-12-31 $30M 1.2M 25.45
2014-09-30 $21M 1.2M 18.31