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Healthequity shares owned by Mackenzie Financial

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

Historical chart of Mackenzie Financial investment in Healthequity

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

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Quarterly reported holdings in Healthequity by Mackenzie Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $120M 1.8M 66.30
2023-09-30 $84M 1.1M 73.50
2023-06-30 $72M 1.1M 62.39
2023-03-31 $68M 1.2M 58.71
2022-12-31 $79M 1.3M 61.64
2022-09-30 $127M 1.9M 67.17
2022-06-30 $126M 2.1M 61.39
2022-03-31 $139M 2.1M 67.44
2021-12-31 $100M 2.3M 44.24
2021-09-30 $120M 1.8M 64.76
2021-06-30 $141M 1.7M 80.48
2021-03-31 $112M 1.6M 68.00
2020-12-31 $71M 1.0M 69.71
2016-09-30 $2.5M 65k 37.85
2016-06-30 $2.4M 77k 30.39
2016-03-31 $1.4M 56k 24.67
2015-12-31 $708k 28k 25.07