A detailed history of Uma Financial Services, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Uma Financial Services, Inc. holds 67,845 shares of HQY stock, worth $6.99 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
67,845
Previous 67,853 0.01%
Holding current value
$6.99 Million
Previous $5.85 Million 5.04%
% of portfolio
1.01%
Previous 1.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$67.98 - $86.62 $543 - $692
-8 Reduced 0.01%
67,845 $5.55 Million
Q1 2024

Apr 17, 2024

SELL
$66.17 - $83.53 $1,389 - $1,754
-21 Reduced 0.03%
67,853 $5.54 Million
Q4 2023

Jan 23, 2024

BUY
$62.44 - $76.13 $1,810 - $2,207
29 Added 0.04%
67,874 $4.5 Million
Q3 2023

Oct 10, 2023

BUY
$61.58 - $75.59 $173,409 - $212,861
2,816 Added 4.33%
67,845 $4.96 Million
Q2 2022

Aug 02, 2022

SELL
$54.14 - $71.62 $8,608 - $11,387
-159 Reduced 0.24%
65,029 $3.71 Million
Q3 2020

Nov 04, 2020

SELL
$46.15 - $61.64 $4,615 - $6,164
-100 Reduced 0.15%
65,188 $3.45 Million
Q2 2020

Aug 11, 2020

SELL
$41.09 - $67.57 $862 - $1,418
-21 Reduced 0.03%
65,288 $3.53 Million
Q1 2020

Apr 23, 2020

SELL
$40.54 - $87.73 $803,502 - $1.74 Million
-19,820 Reduced 23.28%
65,309 $3.19 Million
Q3 2019

Nov 26, 2019

BUY
$55.4 - $81.98 $4.72 Million - $6.98 Million
85,129 New
85,129 $5.42 Million

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.7B
  • 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 ...
More about HQY
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.