Cim Investment Management Inc Healthequity, Inc. Transaction History

Cim Investment Management Inc

$321 Million
Q2 2024

A detailed history of Cim Investment Management Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Cim Investment Management Inc holds 4,376 shares of HQY stock, worth $432,436. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,376

Previous 5,114 14.43%

Holding current value

$432,436

Previous $417,000 9.59%

% of portfolio

0.12%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$75.85 - $86.94 $55,977 - $64,161	-738 Reduced 14.43%	4,376 $377,000
Q2 2023 Aug 09, 2023	SELL	$51.02 - $65.67 $182,804 - $235,295	-3,583 Reduced 41.2%	5,114 $322,000
Q1 2023 May 16, 2023	BUY	$52.44 - $67.41 $456,070 - $586,264	8,697 New	8,697 $510,000
Q1 2021 May 20, 2021	SELL	$67.0 - $91.01 $14,405 - $19,567	-215 Reduced 5.62%	3,611 $246,000
Q4 2020 Feb 17, 2021	BUY	$51.41 - $74.4 $196,694 - $284,654	3,826 New	3,826 $267,000
Q3 2020 Nov 16, 2020	SELL	$46.15 - $61.64 $174,031 - $232,444	-3,771 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$41.09 - $67.57 $154,950 - $254,806	3,771 New	3,771 $221,000
Q1 2020 May 22, 2020	SELL	$40.54 - $87.73 $126,971 - $274,770	-3,132 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$51.99 - $76.5 $128,103 - $188,496	-2,464 Reduced 44.03%	3,132 $232,000
Q2 2019 Aug 08, 2019	SELL	$62.18 - $78.3 $10,384 - $13,076	-167 Reduced 2.9%	5,596 $366,000
Q1 2019 May 13, 2019	SELL	$52.86 - $84.51 $2,590 - $4,140	-49 Reduced 0.84%	5,763 $426,000
Q4 2018 Feb 05, 2019	BUY	$54.39 - $100.44 $152,400 - $281,432	2,802 Added 93.09%	5,812 $347,000
Q2 2018 Aug 07, 2018	BUY	$60.39 - $81.76 $181,773 - $246,097	3,010 New	3,010 $226,000

Others Institutions Holding HQY

# of Institutions

425

Shares Held

81.9M

Call Options Held

41K

Put Options Held

61.9K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.35B
Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...

More about HQY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cim Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cim Investment Management Inc with notifications on news.

Account

Cim Investment Management Inc Healthequity, Inc. Transaction History