B. Metzler Seel. Sohn & Co. Ag Healthequity, Inc. Transaction History

B. Metzler Seel. Sohn & Co. Ag

$9.53 Billion
Q4 2024

A detailed history of B. Metzler Seel. Sohn & Co. Ag transactions in Healthequity, Inc. stock. As of the latest transaction made, B. Metzler Seel. Sohn & Co. Ag holds 62,198 shares of HQY stock, worth $6.26 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

62,198

Previous 69,339 10.3%

Holding current value

$6.26 Million

Previous $5.68 Million 5.13%

% of portfolio

0.06%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$78.18 - $104.65 $558,283 - $747,305	-7,141 Reduced 10.3%	62,198 $5.97 Million
Q3 2024 Nov 08, 2024	BUY	$67.98 - $86.62 $399,926 - $509,585	5,883 Added 9.27%	69,339 $5.68 Million
Q2 2024 Aug 13, 2024	SELL	$75.85 - $86.94 $190,762 - $218,654	-2,515 Reduced 3.81%	63,456 $5.47 Million
Q1 2024 May 15, 2024	BUY	$66.17 - $83.53 $238,013 - $300,457	3,597 Added 5.77%	65,971 $5.39 Million
Q4 2023 Feb 13, 2024	SELL	$62.44 - $76.13 $161,969 - $197,481	-2,594 Reduced 3.99%	62,374 $4.14 Million
Q3 2023 Nov 13, 2023	SELL	$61.58 - $75.59 $3.5 Million - $4.29 Million	-56,788 Reduced 46.64%	64,968 $4.75 Million
Q2 2023 Aug 11, 2023	BUY	$51.02 - $65.67 $3.02 Million - $3.89 Million	59,231 Added 94.73%	121,756 $7.69 Million
Q1 2023 May 10, 2023	BUY	$52.44 - $67.41 $886,236 - $1.14 Million	16,900 Added 37.04%	62,525 $3.67 Million
Q4 2022 Feb 13, 2023	BUY	$57.65 - $78.5 $740,226 - $1.01 Million	12,840 Added 39.16%	45,625 $2.81 Million
Q3 2022 Nov 14, 2022	SELL	$56.95 - $73.5 $516,194 - $666,204	-9,064 Reduced 21.66%	32,785 $2.2 Million
Q2 2022 Aug 12, 2022	SELL	$54.14 - $71.62 $299,177 - $395,772	-5,526 Reduced 11.66%	41,849 $2.57 Million
Q1 2022 May 10, 2022	BUY	$45.4 - $67.44 $183,779 - $272,997	4,048 Added 9.34%	47,375 $3.2 Million
Q4 2021 Feb 11, 2022	BUY	$39.52 - $69.52 $1.71 Million - $3.01 Million	43,327 New	43,327 $1.9 Million

Others Institutions Holding HQY

# of Institutions

482

Shares Held

192M

Call Options Held

299K

Put Options Held

86.9K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.5B
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 B. Metzler Seel. Sohn & Co. Ag, based on Form 13F filings with the SEC.

News

Stay updated on B. Metzler Seel. Sohn & Co. Ag with notifications on news.

Account

B. Metzler Seel. Sohn & Co. Ag Healthequity, Inc. Transaction History