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Healthequity shares owned by Taylor Investment Counselors

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Taylor Investment Counselors from 13F filings

Historical chart of Taylor Investment Counselors investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Taylor Investment Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Taylor Investment Counselors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 87k 66.30
2023-09-30 $6.4M 88k 73.05
2023-06-30 $5.6M 88k 63.14
2023-03-31 $5.2M 88k 58.71
2022-12-31 $5.4M 88k 61.64
2022-09-30 $5.9M 87k 67.16
2022-06-30 $5.2M 84k 61.39
2022-03-31 $3.4M 50k 67.43
2021-12-31 $2.2M 50k 44.24
2021-09-30 $4.6M 71k 64.76
2021-06-30 $5.7M 71k 80.47
2021-03-31 $3.5M 51k 68.00
2020-12-31 $4.7M 67k 69.72
2020-09-30 $3.1M 61k 51.37
2020-06-30 $3.2M 55k 58.67
2020-03-31 $2.2M 43k 50.59
2019-12-31 $3.1M 42k 74.07
2019-09-30 $2.5M 43k 57.15
2019-06-30 $3.0M 45k 65.41
2019-03-31 $3.2M 43k 73.97
2018-12-31 $2.4M 40k 59.66
2018-09-30 $3.8M 41k 94.40
2018-06-30 $3.2M 42k 75.09
2018-03-31 $3.1M 51k 60.54
2017-12-31 $3.2M 69k 46.66
2017-09-30 $3.4M 68k 50.58
2017-06-30 $1.9M 37k 49.83
2017-03-31 $1.6M 37k 42.46
2016-12-31 $805k 20k 40.50
2016-09-30 $769k 20k 37.84
2016-06-30 $1.6M 54k 30.38
2016-03-31 $1.2M 47k 24.66
2015-12-31 $1.2M 48k 25.07