Scout Investments, Inc. Healthequity, Inc. Transaction History

Scout Investments, Inc.

$3.4 Billion
Q3 2024

A detailed history of Scout Investments, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Scout Investments, Inc. holds 118,277 shares of HQY stock, worth $12.3 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

118,277

Previous 137,388 13.91%

Holding current value

$12.3 Million

Previous $11.8 Million 18.24%

% of portfolio

0.28%

Previous 0.34%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$67.98 - $86.62 $1.3 Million - $1.66 Million	-19,111 Reduced 13.91%	118,277 $9.68 Million
Q2 2024 Aug 12, 2024	SELL	$75.85 - $86.94 $996,593 - $1.14 Million	-13,139 Reduced 8.73%	137,388 $11.8 Million
Q1 2024 May 09, 2024	SELL	$66.17 - $83.53 $633,710 - $799,966	-9,577 Reduced 5.98%	150,527 $12.3 Million
Q4 2023 Feb 13, 2024	SELL	$62.44 - $76.13 $452,315 - $551,485	-7,244 Reduced 4.33%	160,104 $10.6 Million
Q3 2023 Nov 09, 2023	SELL	$61.58 - $75.59 $299,525 - $367,669	-4,864 Reduced 2.82%	167,348 $12.2 Million
Q2 2023 Aug 14, 2023	SELL	$51.02 - $65.67 $263,824 - $339,579	-5,171 Reduced 2.92%	172,212 $10.9 Million
Q1 2023 May 11, 2023	SELL	$52.44 - $67.41 $109,337 - $140,549	-2,085 Reduced 1.16%	177,383 $10.4 Million
Q4 2022 Jan 23, 2023	SELL	$57.65 - $78.5 $172,027 - $234,244	-2,984 Reduced 1.64%	179,468 $0
Q3 2022 Oct 18, 2022	SELL	$56.95 - $73.5 $294,146 - $379,627	-5,165 Reduced 2.75%	182,452 $12.3 Million
Q2 2022 Jul 15, 2022	BUY	$54.14 - $71.62 $278,712 - $368,699	5,148 Added 2.82%	187,617 $11.5 Million
Q1 2022 Apr 14, 2022	SELL	$45.4 - $67.44 $11,123 - $16,522	-245 Reduced 0.13%	182,469 $12.3 Million
Q4 2021 Jan 14, 2022	BUY	$39.52 - $69.52 $1.36 Million - $2.4 Million	34,504 Added 23.28%	182,714 $8.08 Million
Q3 2021 Oct 13, 2021	SELL	$61.14 - $82.65 $260,395 - $352,006	-4,259 Reduced 2.79%	148,210 $9.6 Million
Q2 2021 Jul 23, 2021	SELL	$66.24 - $84.6 $846,878 - $1.08 Million	-12,785 Reduced 7.74%	152,469 $12.3 Million
Q1 2021 Apr 09, 2021	BUY	$67.0 - $91.01 $1.11 Million - $1.51 Million	16,554 Added 11.13%	165,254 $11.2 Million
Q4 2020 Jan 12, 2021	BUY	$51.41 - $74.4 $205,640 - $297,600	4,000 Added 2.76%	148,700 $10.4 Million
Q3 2020 Oct 13, 2020	SELL	$46.15 - $61.64 $130,973 - $174,934	-2,838 Reduced 1.92%	144,700 $7.43 Million
Q2 2020 Jul 14, 2020	BUY	$41.09 - $67.57 $1.51 Million - $2.48 Million	36,764 Added 33.19%	147,538 $8.66 Million
Q1 2020 Apr 16, 2020	SELL	$40.54 - $87.73 $255,847 - $553,664	-6,311 Reduced 5.39%	110,774 $5.6 Million
Q4 2019 Jan 08, 2020	SELL	$51.99 - $76.5 $114,378 - $168,300	-2,200 Reduced 1.84%	117,085 $8.67 Million
Q3 2019 Oct 08, 2019	BUY	$55.4 - $81.98 $225,755 - $334,068	4,075 Added 3.54%	119,285 $6.82 Million
Q2 2019 Jul 10, 2019	BUY	$62.18 - $78.3 $2.85 Million - $3.58 Million	45,769 Added 65.91%	115,210 $7.54 Million
Q1 2019 Apr 12, 2019	SELL	$52.86 - $84.51 $114,759 - $183,471	-2,171 Reduced 3.03%	69,441 $5.14 Million
Q4 2018 Jan 11, 2019	SELL	$54.39 - $100.44 $412,820 - $762,339	-7,590 Reduced 9.58%	71,612 $4.27 Million
Q3 2018 Oct 15, 2018	SELL	$74.12 - $97.32 $719,260 - $944,393	-9,704 Reduced 10.91%	79,202 $7.48 Million
Q2 2018 Jul 16, 2018	SELL	$60.39 - $81.76 $248,746 - $336,769	-4,119 Reduced 4.43%	88,906 $6.68 Million
Q1 2018 May 09, 2018	BUY	$46.47 - $66.82 $4.32 Million - $6.22 Million	93,025 New	93,025 $5.63 Million
Q4 2017 Feb 14, 2018	SELL	$43.69 - $53.96 $3.6 Million - $4.44 Million	-82,350 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	$40.6 - $50.58 $3,045 - $3,793	75 Added 0.09%	82,350 $4.17 Million
Q2 2017 Aug 08, 2017	BUY	N/A	82,275	82,275 $4.1 Million

Others Institutions Holding HQY

# of Institutions

434

Shares Held

81.8M

Call Options Held

205K

Put Options Held

101K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.81B
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 ...

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Scout Investments, Inc. Healthequity, Inc. Transaction History