Jay D. Rosenbaum’s HealthEquity HQY Stock Holding History

Jay D. Rosenbaum’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 Q3	–	Sell	-3,336	Closed	-$288K	–	19
2024 Q2	$288K	Buy	3,336 +720	+28%	+$58.2K	1.63%	19
2024 Q1	$214K	Buy	+2,616	New	+$204K	1.21%	28
2023 Q4	–	Sell	-3,000	Closed	-$219K	–	56
2023 Q3	$219K	Buy	+3,000	New	+$203K	0.37%	61
2022 Q4	–	Sell	-2,980	Closed	-$200K	–	54
2022 Q3	$200K	Buy	+2,980	New	+$189K	0.46%	54
2022 Q2	–	Sell	-2,980	Closed	-$201K	–	64
2022 Q1	$201K	Buy	+2,980	New	+$161K	0.32%	66

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jay D. Rosenbaum's HQY Position: Q3 2024 in Review

Jay D. Rosenbaum sold out of HealthEquity (HQY) in Q3 2024, closing a stake of 3,336 shares — an estimated $288K sold.

Jay D. Rosenbaum first reported a position in HQY in Q1 2022 and held it in 5 quarters. The position peaked at $288K in Q2 2024. 403 funds tracked by Wall St. Rank hold HQY as of Q3 2024.

Jay D. Rosenbaum reported no remaining HealthEquity position as of Q3 2024 after selling out during the quarter.
Jay D. Rosenbaum sold 3,336 HealthEquity shares in Q3 2024, an estimated $288K.
Jay D. Rosenbaum first reported a position in HealthEquity in Q1 2022 and held it in 5 quarters.
Jay D. Rosenbaum's HealthEquity position peaked at $288K in Q2 2024.
403 funds tracked by Wall St. Rank held HealthEquity as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.