Essex Savings Bank’s HealthEquity HQY Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-53	Closed	-$3K	–	371
2019 Q2	$3K	Buy	+53	New	+$3.69K	﹤0.01%	721

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

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

JSP

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

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

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

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

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

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

FAM

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

Essex Savings Bank's HQY Position: Q3 2019 in Review

Essex Savings Bank sold out of HealthEquity (HQY) in Q3 2019, closing a stake of 53 shares — an estimated $3K sold.

Essex Savings Bank first reported a position in HQY in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

Essex Savings Bank reported no remaining HealthEquity position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 53 HealthEquity shares in Q3 2019, an estimated $3K.
Essex Savings Bank first reported a position in HealthEquity in Q2 2019 and held it in 1 quarter.
Essex Savings Bank's HealthEquity position peaked at $3K in Q2 2019.
303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.