Ubs Group Ag Healthequity, Inc. Transaction History

Ubs Group Ag

$452 Billion
Q3 2024

A detailed history of Ubs Group Ag transactions in Healthequity, Inc. stock. As of the latest transaction made, Ubs Group Ag holds 286,564 shares of HQY stock, worth $26.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

286,564

Previous 289,639 1.06%

Holding current value

$26.1 Million

Previous $25 Million 6.04%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$67.98 - $86.62 $209,038 - $266,356	-3,075 Reduced 1.06%	286,564 $23.5 Million
Q2 2024 Aug 13, 2024	SELL	$75.85 - $86.94 $6.43 Million - $7.37 Million	-84,716 Reduced 22.63%	289,639 $25 Million
Q1 2024 May 13, 2024	BUY	$66.17 - $83.53 $22.8 Million - $28.8 Million	344,841 Added 1168.4%	374,355 $30.6 Million
Q4 2023 Feb 09, 2024	SELL	$62.44 - $76.13 $5.08 Million - $6.19 Million	-81,337 Reduced 73.38%	29,514 $1.96 Million
Q3 2023 Nov 09, 2023	SELL	$61.58 - $75.59 $933,860 - $1.15 Million	-15,165 Reduced 12.03%	110,851 $8.1 Million
Q2 2023 Aug 11, 2023	BUY	$51.02 - $65.67 $2.16 Million - $2.78 Million	42,324 Added 50.57%	126,016 $7.96 Million
Q1 2023 May 12, 2023	BUY	$52.44 - $67.41 $2.09 Million - $2.69 Million	39,832 Added 90.82%	83,692 $4.91 Million
Q4 2022 Feb 08, 2023	BUY	$57.65 - $78.5 $649,600 - $884,538	11,268 Added 34.57%	43,860 $2.7 Million
Q3 2022 Nov 10, 2022	SELL	$56.95 - $73.5 $1.9 Million - $2.46 Million	-33,441 Reduced 50.64%	32,592 $2.19 Million
Q2 2022 Aug 10, 2022	BUY	$54.14 - $71.62 $1.79 Million - $2.37 Million	33,125 Added 100.66%	66,033 $4.05 Million
Q1 2022 May 16, 2022	BUY	$45.4 - $67.44 $23,290 - $34,596	513 Added 1.58%	32,908 $2.22 Million
Q4 2021 Feb 14, 2022	SELL	$39.52 - $69.52 $456,653 - $803,303	-11,555 Reduced 26.29%	32,395 $1.43 Million
Q3 2021 Nov 15, 2021	BUY	$61.14 - $82.65 $220,226 - $297,705	3,602 Added 8.93%	43,950 $2.85 Million
Q2 2021 Aug 13, 2021	SELL	$66.24 - $84.6 $80,282 - $102,535	-1,212 Reduced 2.92%	40,348 $3.25 Million
Q1 2021 May 12, 2021	SELL	$67.0 - $91.01 $104,185 - $141,520	-1,555 Reduced 3.61%	41,560 $2.83 Million
Q4 2020 Feb 11, 2021	SELL	$51.41 - $74.4 $316,685 - $458,304	-6,160 Reduced 12.5%	43,115 $3.01 Million
Q3 2020 Nov 12, 2020	SELL	$46.15 - $61.64 $60,687 - $81,056	-1,315 Reduced 2.6%	49,275 $2.53 Million
Q2 2020 Jul 31, 2020	SELL	$41.09 - $67.57 $82,138 - $135,072	-1,999 Reduced 3.8%	50,590 $2.97 Million
Q1 2020 May 01, 2020	SELL	$40.54 - $87.73 $540,844 - $1.17 Million	-13,341 Reduced 20.24%	52,589 $2.66 Million
Q4 2019 Feb 14, 2020	SELL	$51.99 - $76.5 $754,218 - $1.11 Million	-14,507 Reduced 18.04%	65,930 $4.88 Million
Q3 2019 Nov 14, 2019	SELL	$55.4 - $81.98 $2.21 Million - $3.27 Million	-39,893 Reduced 33.15%	80,437 $4.6 Million
Q2 2019 Aug 14, 2019	SELL	$62.18 - $78.3 $886,500 - $1.12 Million	-14,257 Reduced 10.59%	120,330 $7.87 Million
Q1 2019 May 14, 2019	SELL	$52.86 - $84.51 $53,494 - $85,524	-1,012 Reduced 0.75%	134,587 $9.96 Million
Q4 2018 Feb 14, 2019	BUY	$54.39 - $100.44 $652,843 - $1.21 Million	12,003 Added 9.71%	135,599 $8.09 Million
Q3 2018 Nov 14, 2018	BUY	$74.12 - $97.32 $395,949 - $519,883	5,342 Added 4.52%	123,596 $11.7 Million
Q2 2018 Aug 14, 2018	SELL	$60.39 - $81.76 $46,258 - $62,628	-766 Reduced 0.64%	118,254 $8.88 Million
Q1 2018 May 15, 2018	BUY	$46.47 - $66.82 $877,911 - $1.26 Million	18,892 Added 18.87%	119,020 $7.21 Million
Q4 2017 Feb 14, 2018	BUY	$43.69 - $53.96 $711,447 - $878,684	16,284 Added 19.42%	100,128 $4.67 Million
Q3 2017 Nov 14, 2017	SELL	$40.6 - $50.58 $1.25 Million - $1.56 Million	-30,767 Reduced 26.84%	83,844 $4.24 Million
Q2 2017 Aug 14, 2017	BUY	N/A	6,196 Added 5.72%	114,611 $5.71 Million
Q1 2017 Nov 14, 2017	BUY	N/A	108,415	108,415 $4.6 Million

Others Institutions Holding HQY

# of Institutions

436

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 $7.7B
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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