Jacobs Levy Equity Management’s HealthEquity HQY Stock Holding History

Jacobs Levy Equity Management’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
2023 Q1	–	Sell	-65,740	Closed	-$4.05M	–	1010
2022 Q4	$4.05M	Buy	65,740 +14,459	+28%	+$972K	0.03%	436
2022 Q3	$3.44M	Buy	+51,281	New	+$3.25M	0.03%	460
2019 Q4	–	Sell	-36,679	Closed	-$2.1M	–	1028
2019 Q3	$2.1M	Hold	36,679	–	–	0.03%	501
2019 Q2	$2.4M	Buy	36,679 +12,279	+50%	+$855K	0.03%	492
2019 Q1	$1.8M	Sell	24,400 -9,710	-28%	-$683K	0.03%	530
2018 Q4	$2.04M	Buy	34,110 +18,110	+113%	+$1.46M	0.04%	453
2018 Q3	$1.51M	Buy	+16,000	New	+$1.38M	0.02%	574

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's HQY Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 65,740 shares — an estimated $4.05M sold.

Jacobs Levy Equity Management first reported a position in HQY in Q3 2018 and held it in 7 quarters. The position peaked at $4.05M in Q4 2022. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

Jacobs Levy Equity Management reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 65,740 HealthEquity shares in Q1 2023, an estimated $4.05M.
Jacobs Levy Equity Management first reported a position in HealthEquity in Q3 2018 and held it in 7 quarters.
Jacobs Levy Equity Management's HealthEquity position peaked at $4.05M in Q4 2022.
311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.