Jacobs Levy Equity Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65,740
| Closed | -$4.05M | – | 1010 |
|
|
2022
Q4 | $4.05M | Buy |
65,740
+14,459
| +28% | +$891K | 0.03% | 436 |
|
|
2022
Q3 | $3.45M | Buy |
+51,281
| New | +$3.45M | 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% | +$803K | 0.03% | 492 |
|
|
2019
Q1 | $1.81M | Sell |
24,400
-9,710
| -28% | -$718K | 0.03% | 530 |
|
|
2018
Q4 | $2.04M | Buy |
34,110
+18,110
| +113% | +$1.08M | 0.04% | 453 |
|
|
2018
Q3 | $1.51M | Buy |
+16,000
| New | +$1.51M | 0.02% | 574 |
|