Ownership history in Rosenbaum Jay D. Β· 5 quarters on record
This page tracks every 13F SEC filing in which Rosenbaum Jay D. reported a position in HealthEquity Inc (HQY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Rosenbaum Jay D. underperformed the S&P 500 by β3.2% annually on this HQY position. Timing score: 33% (1/3 decisions correct). Average cost basis: $71.10. Maximum drawdown during holding period: β0.4%.
β οΈ Trailed SPY by 3.2% ann. on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $67.44 (2022 Q1) Β· Worst: $86.20 (2024 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Rosenbaum Jay D. has been actively increasing its HQY allocation β a bullish signal from insiders.
Currently 1.63% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size