Appleton Group, LLC
- SEC CIK
- 0001454759
- Latest filing
- Nov 8, 2023
HQY holding history
Healthequity, Inc. in every 13F filed by Appleton Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HQY overviewAll 13F holders of HQYFull Q3 2023 holdings
- Shares (Q3 2023)
- 4,878
- Value
- $356.3K
- % of portfolio
- 1.2%
- Quarters held
- 8
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 4,878 | $356.3K | 1.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 4,878 | $308.0K | 0.4% | +4,878 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −4,187−100.0% | Sold out | Holders |
| Q3 2022 | 4,187 | $281.0K | 0.8% | +15+0.4% | Added | Holders |
| Q2 2022 | 4,172 | $256.0K | 1.5% | −3,241−43.7% | Reduced | Holders |
| Q1 2022 | 7,413 | $500.0K | 0.7% | +7,413 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −5,566−100.0% | Sold out | Holders |
| Q3 2021 | 5,566 | $360.0K | 0.3% | +212+4.0% | Added | Holders |
| Q2 2021 | 5,354 | $431.0K | 0.3% | +1,349+33.7% | Added | Holders |
| Q1 2021 | 4,005 | $272.0K | 0.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.