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Jefferies Financial Group’s HealthEquity HQY Stock Holding History

Jefferies Financial Group’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
Q2 		– Sell
-10,335
Closed -$607K – 1825
2023
Q1 		$607K Buy
+10,335
New +$628K ﹤0.01% 1042

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's HQY Position: Q2 2023 in Review

Jefferies Financial Group sold out of HealthEquity (HQY) in Q2 2023, closing a stake of 10,335 shares — an estimated $607K sold.

Jefferies Financial Group first reported a position in HQY in Q1 2023 and held it in 1 quarter. The position peaked at $607K in Q1 2023. 317 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

  • Jefferies Financial Group reported no remaining HealthEquity position as of Q2 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 10,335 HealthEquity shares in Q2 2023, an estimated $607K.
  • Jefferies Financial Group first reported a position in HealthEquity in Q1 2023 and held it in 1 quarter.
  • Jefferies Financial Group's HealthEquity position peaked at $607K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on Jefferies Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.