Moody Aldrich Partners LLC Healthequity, Inc. Transaction History

Moody Aldrich Partners LLC

$475 Million
Q4 2024

A detailed history of Moody Aldrich Partners LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Moody Aldrich Partners LLC holds 45,897 shares of HQY stock, worth $5.07 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

45,897

Previous 56,895 19.33%

Holding current value

$5.07 Million

Previous $4.66 Million 5.45%

% of portfolio

0.93%

Previous 0.93%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$78.18 - $104.65 $859,823 - $1.15 Million	-10,998 Reduced 19.33%	45,897 $4.4 Million
Q3 2024 Oct 22, 2024	SELL	$67.98 - $86.62 $78,244 - $99,699	-1,151 Reduced 1.98%	56,895 $4.66 Million
Q2 2024 Jul 23, 2024	BUY	$75.85 - $86.94 $4.4 Million - $5.05 Million	58,046 New	58,046 $5 Million
Q3 2023 Nov 07, 2023	BUY	$61.58 - $75.59 $2.18 Million - $2.68 Million	35,476 Added 65.29%	89,816 $6.56 Million
Q2 2023 Jul 28, 2023	BUY	$51.02 - $65.67 $640,045 - $823,830	12,545 Added 30.02%	54,340 $3.43 Million
Q1 2023 Apr 27, 2023	SELL	$52.44 - $67.41 $1.66 Million - $2.13 Million	-31,580 Reduced 43.04%	41,795 $2.45 Million
Q4 2022 Jan 23, 2023	SELL	$57.65 - $78.5 $106,767 - $145,382	-1,852 Reduced 2.46%	73,375 $0
Q3 2022 Oct 18, 2022	BUY	$56.95 - $73.5 $4.28 Million - $5.53 Million	75,227 New	75,227 $5.05 Million
Q3 2021 Oct 29, 2021	SELL	$61.14 - $82.65 $2.18 Million - $2.95 Million	-35,717 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$66.24 - $84.6 $2.41 Million - $3.07 Million	-36,321 Reduced 50.42%	35,717 $2.88 Million
Q1 2021 May 10, 2021	SELL	$67.0 - $91.01 $1.27 Million - $1.73 Million	-19,008 Reduced 20.88%	72,038 $4.9 Million
Q4 2020 Feb 16, 2021	BUY	$51.41 - $74.4 $2,981 - $4,315	58 Added 0.06%	91,046 $6.35 Million
Q3 2020 Nov 12, 2020	BUY	$46.15 - $61.64 $100,607 - $134,375	2,180 Added 2.45%	90,988 $4.67 Million
Q2 2020 Jul 30, 2020	BUY	$41.09 - $67.57 $2.35 Million - $3.86 Million	57,180 Added 180.79%	88,808 $5.21 Million
Q1 2020 May 07, 2020	BUY	$40.54 - $87.73 $41,877 - $90,625	1,033 Added 3.38%	31,628 $1.6 Million
Q4 2019 Feb 07, 2020	BUY	$51.99 - $76.5 $381,450 - $561,280	7,337 Added 31.55%	30,595 $2.27 Million
Q3 2019 Nov 12, 2019	BUY	$55.4 - $81.98 $1.29 Million - $1.91 Million	23,258 New	23,258 $1.33 Million

Others Institutions Holding HQY

# of Institutions

449

Shares Held

81.3M

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 $9.33B
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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Moody Aldrich Partners LLC Healthequity, Inc. Transaction History