Julex Capital Management’s HealthEquity HQY Stock Holding History

Julex Capital 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
2019 Q3	–	Sell	-44	Closed	-$2K	–	200
2019 Q2	$2K	Buy	+44	New	+$3.06K	﹤0.01%	73

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JSP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Julex Capital Management's HQY Position: Q3 2019 in Review

Julex Capital Management sold out of HealthEquity (HQY) in Q3 2019, closing a stake of 44 shares — an estimated $2K sold.

Julex Capital Management first reported a position in HQY in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

Julex Capital Management reported no remaining HealthEquity position as of Q3 2019 after selling out during the quarter.
Julex Capital Management sold 44 HealthEquity shares in Q3 2019, an estimated $2K.
Julex Capital Management first reported a position in HealthEquity in Q2 2019 and held it in 1 quarter.
Julex Capital Management's HealthEquity position peaked at $2K in Q2 2019.
303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.