Psagot Value Holdings’s HealthEquity HQY Stock Holding History

Psagot Value 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
2024 Q1	–	Sell	-21	Closed	-$1K	–	301
2023 Q4	$1K	Buy	+21	New	+$1.46K	﹤0.01%	501

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Psagot Value Holdings's HQY Position: Q1 2024 in Review

Psagot Value Holdings sold out of HealthEquity (HQY) in Q1 2024, closing a stake of 21 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in HQY in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

Psagot Value Holdings reported no remaining HealthEquity position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 21 HealthEquity shares in Q1 2024, an estimated $1K.
Psagot Value Holdings first reported a position in HealthEquity in Q4 2023 and held it in 1 quarter.
Psagot Value Holdings's HealthEquity position peaked at $1K in Q4 2023.
366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.