JSP
Jackson Square Partners’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,519,199
| Closed | -$283M | – | 98 |
|
|
2021
Q2 | $283M | Sell |
3,519,199
-105,419
| -3% | -$8.48M | 1.62% | 23 |
|
|
2021
Q1 | $246M | Sell |
3,624,618
-1,023,489
| -22% | -$69.6M | 1.4% | 28 |
|
|
2020
Q4 | $324M | Buy |
4,648,107
+1,348,325
| +41% | +$94M | 1.29% | 33 |
|
|
2020
Q3 | $170M | Buy |
3,299,782
+1,247,824
| +61% | +$64.1M | 0.79% | 39 |
|
|
2020
Q2 | $120M | Sell |
2,051,958
-1,496,965
| -42% | -$87.8M | 0.6% | 50 |
|
|
2020
Q1 | $180M | Sell |
3,548,923
-21,186
| -0.6% | -$1.07M | 1.13% | 31 |
|
|
2019
Q4 | $264M | Buy |
3,570,109
+190,506
| +6% | +$14.1M | 1.39% | 26 |
|
|
2019
Q3 | $193M | Buy |
3,379,603
+679,851
| +25% | +$38.9M | 1.06% | 33 |
|
|
2019
Q2 | $177M | Buy |
2,699,752
+962,468
| +55% | +$62.9M | 0.91% | 36 |
|
|
2019
Q1 | $129M | Buy |
+1,737,284
| New | +$129M | 0.7% | 40 |
|