Xact Kapitalforvaltning’s HealthEquity HQY Stock Holding History

Xact Kapitalforvaltning’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	$623K	Hold	12,316	–	–	0.01%	656
2019 Q4	$912K	Hold	12,316	–	–	0.02%	657
2019 Q3	$704K	Buy	12,316 +3,000	+32%	+$199K	0.01%	728
2019 Q2	$609K	Hold	9,316	–	–	0.01%	810
2019 Q1	$689K	Hold	9,316	–	–	0.02%	727
2018 Q4	$556K	Hold	9,316	–	–	0.01%	811
2018 Q3	$880K	Buy	9,316 +1,100	+13%	+$94.8K	0.02%	637
2018 Q2	$617K	Buy	8,216 +300	+4%	+$21.5K	0.01%	794
2018 Q1	$479K	Buy	7,916 +3,200	+68%	+$173K	0.01%	858
2017 Q4	$220K	Buy	+4,716	New	+$234K	0.01%	1183

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

Xact Kapitalforvaltning's HQY Position: Q1 2020 in Review

Xact Kapitalforvaltning held its HealthEquity (HQY) position steady in Q1 2020 at 12,316 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #656.

Xact Kapitalforvaltning first reported a position in HQY in Q4 2017 and has held it in 10 quarters since. The position peaked at $912K in Q4 2019. 288 funds tracked by Wall St. Rank hold HQY as of Q1 2020.

Xact Kapitalforvaltning held 12,316 shares of HealthEquity worth $623K as of Q1 2020.
Xact Kapitalforvaltning left its HealthEquity share count unchanged in Q1 2020.
HealthEquity made up 0.01% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #656 holding.
Xact Kapitalforvaltning first reported a position in HealthEquity in Q4 2017 and has held it in 10 quarters since.
Xact Kapitalforvaltning's HealthEquity position peaked at $912K in Q4 2019.
288 funds tracked by Wall St. Rank held HealthEquity as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.