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Harel Insurance Investments & Financial Services’s HealthEquity HQY Stock Holding History

Harel Insurance Investments & Financial Services’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
Q3 		– Sell
-1,100
Closed -$65K – 661
2020
Q2 		$65K Buy
1,100
+600
+120% +$33.2K ﹤0.01% 374
2020
Q1 		$25K Buy
+500
New +$33.2K ﹤0.01% 327

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WA
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William Blair Investment Management
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JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's HQY Position: Q3 2020 in Review

Harel Insurance Investments & Financial Services sold out of HealthEquity (HQY) in Q3 2020, closing a stake of 1,100 shares — an estimated $65K sold.

Harel Insurance Investments & Financial Services first reported a position in HQY in Q1 2020 and held it in 2 quarters. The position peaked at $65K in Q2 2020. 282 funds tracked by Wall St. Rank hold HQY as of Q3 2020.

  • Harel Insurance Investments & Financial Services reported no remaining HealthEquity position as of Q3 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,100 HealthEquity shares in Q3 2020, an estimated $65K.
  • Harel Insurance Investments & Financial Services first reported a position in HealthEquity in Q1 2020 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's HealthEquity position peaked at $65K in Q2 2020.
  • 282 funds tracked by Wall St. Rank held HealthEquity as of Q3 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2020, filed 20 Oct 2020.