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Jackson Creek Investment Advisors’s HealthEquity HQY Stock Holding History

Jackson Creek Investment Advisors’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
2024
Q4 		– Sell
-20,285
Closed -$1.66M – 320
2024
Q3 		$1.66M Buy
+20,285
New +$1.57M 0.49% 64

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Creek Investment Advisors's HQY Position: Q4 2024 in Review

Jackson Creek Investment Advisors sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 20,285 shares — an estimated $1.66M sold.

Jackson Creek Investment Advisors first reported a position in HQY in Q3 2024 and held it in 1 quarter. The position peaked at $1.66M in Q3 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Jackson Creek Investment Advisors reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 20,285 HealthEquity shares in Q4 2024, an estimated $1.66M.
  • Jackson Creek Investment Advisors first reported a position in HealthEquity in Q3 2024 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's HealthEquity position peaked at $1.66M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.