Essex Investment Management’s HealthEquity HQY Stock Holding History

Essex Investment Management’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
2020 Q1	–	Sell	-4,908	Closed	-$364K	–	420
2019 Q4	$364K	Hold	4,908	–	–	0.04%	339
2019 Q3	$280K	Hold	4,908	–	–	0.04%	341
2019 Q2	$321K	Sell	4,908 -14,652	-75%	-$1.02M	0.04%	336
2019 Q1	$1.45M	Sell	19,560 -215	-1%	-$15.1K	0.21%	154
2018 Q4	$1.18M	Buy	19,775 +3,448	+21%	+$278K	0.19%	168
2018 Q3	$1.54M	Hold	16,327	–	–	0.18%	170
2018 Q2	$1.23M	Sell	16,327 -36	-0.2%	-$2.59K	0.15%	195
2018 Q1	$991K	Sell	16,363 -2,429	-13%	-$132K	0.13%	209
2017 Q4	$877K	Buy	+18,792	New	+$930K	0.12%	225

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JSP

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Investment Management's HQY Position: Q1 2020 in Review

Essex Investment Management sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 4,908 shares — an estimated $364K sold.

Essex Investment Management first reported a position in HQY in Q4 2017 and held it in 9 quarters. The position peaked at $1.54M in Q3 2018. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

Essex Investment Management reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
Essex Investment Management sold 4,908 HealthEquity shares in Q1 2020, an estimated $364K.
Essex Investment Management first reported a position in HealthEquity in Q4 2017 and held it in 9 quarters.
Essex Investment Management's HealthEquity position peaked at $1.54M in Q3 2018.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Essex Investment Management's 13F filing for Q1 2020, filed 4 May 2020.