JIM
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Jupiter Investment Management’s HealthEquity HQY Stock Holding History

Jupiter Investment 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
Q1 		– Sell
-481
Closed -$28K – 389
2018
Q4 		$28K Buy
+481
New +$38.8K ﹤0.01% 348

Other funds holding HQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Investment Management's HQY Position: Q1 2019 in Review

Jupiter Investment Management sold out of HealthEquity (HQY) in Q1 2019, closing a stake of 481 shares — an estimated $28K sold.

Jupiter Investment Management first reported a position in HQY in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 326 funds tracked by Wall St. Rank hold HQY as of Q1 2019.

  • Jupiter Investment Management reported no remaining HealthEquity position as of Q1 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 481 HealthEquity shares in Q1 2019, an estimated $28K.
  • Jupiter Investment Management first reported a position in HealthEquity in Q4 2018 and held it in 1 quarter.
  • Jupiter Investment Management's HealthEquity position peaked at $28K in Q4 2018.
  • 326 funds tracked by Wall St. Rank held HealthEquity as of Q1 2019.

Based on Jupiter Investment Management's 13F filing for Q1 2019, filed 7 May 2019.