Healthequity shares owned by Thomas Stevens, CFA"
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Thomas Stevens, CFA"
from 13F filings
Historical chart of Thomas Stevens, CFA" investment in Healthequity
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Quarterly reported holdings in Healthequity by Thomas Stevens, CFA"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.5M | 26k | 95.95 |
| 2024-09-30 | $4.6M | 56k | 81.85 |
| 2024-06-30 | $2.5M | 29k | 86.20 |
| 2024-03-31 | $2.7M | 33k | 81.63 |
| 2023-12-31 | $2.2M | 34k | 66.30 |
| 2023-09-30 | $4.7M | 65k | 73.05 |
| 2023-06-30 | $4.2M | 66k | 63.14 |
| 2023-03-31 | $2.9M | 49k | 58.71 |
| 2021-12-31 | $251k | 5.7k | 44.27 |
| 2021-09-30 | $472k | 5.9k | 80.55 |
| 2021-06-30 | $472k | 5.9k | 80.55 |
| 2021-03-31 | $1.3M | 20k | 67.98 |
| 2020-12-31 | $2.3M | 33k | 69.70 |
| 2020-09-30 | $1.7M | 33k | 51.36 |
| 2020-06-30 | $3.5M | 60k | 58.67 |
| 2020-03-31 | $3.1M | 61k | 50.60 |
| 2019-12-31 | $4.7M | 63k | 74.08 |
| 2019-09-30 | $5.4M | 94k | 57.14 |
| 2019-06-30 | $1.9M | 30k | 65.41 |
| 2019-03-31 | $2.3M | 32k | 73.97 |
| 2018-12-31 | $1.9M | 32k | 59.66 |
| 2018-09-30 | $3.1M | 32k | 94.42 |
| 2018-06-30 | $2.0M | 27k | 75.09 |
| 2018-03-31 | $1.9M | 31k | 60.55 |
| 2017-12-31 | $1.5M | 31k | 46.65 |
| 2017-09-30 | $912k | 18k | 50.55 |
| 2016-09-30 | $2.0M | 54k | 37.85 |
| 2016-06-30 | $2.2M | 74k | 30.38 |
| 2016-03-31 | $2.0M | 81k | 24.67 |
| 2015-12-31 | $239k | 9.5k | 25.05 |
| 2015-09-30 | $282k | 9.5k | 29.56 |
| 2015-06-30 | $306k | 9.5k | 32.08 |
| 2015-03-31 | $244k | 9.8k | 25.00 |