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
Download as csv
Download as Excel
Quarterly reported holdings in Healthequity by Taylor Investment Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 90k | 81.85 |
| 2024-06-30 | $7.6M | 88k | 86.20 |
| 2024-03-31 | $7.1M | 86k | 81.63 |
| 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 |
More positions owned by Taylor Investment Counselors
View all positions for Taylor Investment Counselors