Jefferies Group’s HealthEquity HQY Stock Holding History

Jefferies 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
2019 Q3	–	Sell	-4,232	Closed	-$277K	–	2830
2019 Q2	$277K	Buy	+4,232	New	+$295K	﹤0.01%	1967
2017 Q1	–	Sell	-900	Closed	-$36K	–	2480
2016 Q4	$36K	Buy	+900	New	+$34.8K	﹤0.01%	2102

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Jefferies Group's HQY Position: Q3 2019 in Review

Jefferies Group sold out of HealthEquity (HQY) in Q3 2019, closing a stake of 4,232 shares — an estimated $277K sold.

Jefferies Group first reported a position in HQY in Q4 2016 and held it in 2 quarters. The position peaked at $277K in Q2 2019. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

Jefferies Group reported no remaining HealthEquity position as of Q3 2019 after selling out during the quarter.
Jefferies Group sold 4,232 HealthEquity shares in Q3 2019, an estimated $277K.
Jefferies Group first reported a position in HealthEquity in Q4 2016 and held it in 2 quarters.
Jefferies Group's HealthEquity position peaked at $277K in Q2 2019.
303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Jefferies Group's 13F filing for Q3 2019, filed 13 Nov 2019.