Hilltop Holdings’s HealthEquity HQY Stock Holding History

Hilltop Holdings’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 Q2	–	Sell	-5,539	Closed	-$410K	–	396
2019 Q1	$410K	Buy	+5,539	New	+$389K	0.09%	232
2018 Q4	–	Sell	-5,239	Closed	-$495K	–	379
2018 Q3	$495K	Buy	5,239 +371	+8%	+$32K	0.1%	231
2018 Q2	$366K	Buy	4,868 +700	+17%	+$50.3K	0.08%	268
2018 Q1	$252K	Buy	+4,168	New	+$226K	0.04%	330

Other funds holding HQY

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hilltop Holdings's HQY Position: Q2 2019 in Review

Hilltop Holdings sold out of HealthEquity (HQY) in Q2 2019, closing a stake of 5,539 shares — an estimated $410K sold.

Hilltop Holdings first reported a position in HQY in Q1 2018 and held it in 4 quarters. The position peaked at $495K in Q3 2018. 325 funds tracked by Wall St. Rank hold HQY as of Q2 2019.

Hilltop Holdings reported no remaining HealthEquity position as of Q2 2019 after selling out during the quarter.
Hilltop Holdings sold 5,539 HealthEquity shares in Q2 2019, an estimated $410K.
Hilltop Holdings first reported a position in HealthEquity in Q1 2018 and held it in 4 quarters.
Hilltop Holdings's HealthEquity position peaked at $495K in Q3 2018.
325 funds tracked by Wall St. Rank held HealthEquity as of Q2 2019.

Based on Hilltop Holdings's 13F filing for Q2 2019, filed 14 Aug 2019.