Migdal Insurance & Financial Holdings’s HealthEquity HQY Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q1	–	Sell	-205	Closed	-$15K	–	714
2019 Q4	$15K	Sell	205 -21,517	-99%	-$1.34M	﹤0.01%	689
2019 Q3	$1.24M	Buy	21,722 +267	+1%	+$17.7K	0.03%	221
2019 Q2	$1.4M	Sell	21,455 -878	-4%	-$61.1K	0.04%	200
2019 Q1	$1.65M	Sell	22,333 -1,803	-7%	-$127K	0.04%	172
2018 Q4	$1.44M	Sell	24,136 -13,406	-36%	-$1.08M	0.03%	179
2018 Q3	$3.54M	Buy	37,542 +11,021	+42%	+$949K	0.07%	178
2018 Q2	$1.99M	Buy	26,521 +2,560	+11%	+$184K	0.05%	215
2018 Q1	$1.45M	Buy	+23,961	New	+$1.3M	0.03%	193

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

JSP

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Migdal Insurance & Financial Holdings's HQY Position: Q1 2020 in Review

Migdal Insurance & Financial Holdings sold out of HealthEquity (HQY) in Q1 2020, closing a stake of 205 shares — an estimated $15K sold.

Migdal Insurance & Financial Holdings first reported a position in HQY in Q1 2018 and held it in 8 quarters. The position peaked at $3.54M in Q3 2018. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

Migdal Insurance & Financial Holdings reported no remaining HealthEquity position as of Q1 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 205 HealthEquity shares in Q1 2020, an estimated $15K.
Migdal Insurance & Financial Holdings first reported a position in HealthEquity in Q1 2018 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's HealthEquity position peaked at $3.54M in Q3 2018.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2020, filed 12 May 2020.