Axa’s HealthEquity HQY Stock Holding History

Axa’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-123,921	Closed	-$7.39M	–	1340
2018 Q4	$7.39M	Buy	123,921 +4,249	+4%	+$343K	0.03%	496
2018 Q3	$11.3M	Buy	119,672 +8,093	+7%	+$697K	0.04%	438
2018 Q2	$8.38M	Buy	111,579 +46,662	+72%	+$3.35M	0.03%	507
2018 Q1	$3.93M	Buy	64,917 +12,051	+23%	+$652K	0.02%	714
2017 Q4	$2.47M	Buy	52,866 +4,619	+10%	+$229K	0.01%	809
2017 Q3	$2.44M	Buy	+48,247	New	+$2.25M	0.01%	779

Other funds holding HQY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Axa's HQY Position: Q1 2019 in Review

Axa sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 123,921 shares — an estimated $7.39M sold.

Axa first reported a position in HQY in Q3 2017 and held it in 6 quarters. The position peaked at $11.3M in Q3 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

Axa reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
Axa sold 123,921 HealthEquity shares in Q1 2019, an estimated $7.39M.
Axa first reported a position in HealthEquity in Q3 2017 and held it in 6 quarters.
Axa's HealthEquity position peaked at $11.3M in Q3 2018.
326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on Axa's 13F filing for Q1 2019, filed 14 May 2019.