Aristotle Capital Boston’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4M | Sell |
|
|||||
|
2025
Q1 | $42.2M | Sell |
|
|||||
|
2024
Q4 | $55M | Buy |
|
|||||
|
2024
Q3 | $44.1M | Sell |
|
|||||
|
2024
Q2 | $46.7M | Sell |
|
|||||
|
2024
Q1 | $47.6M | Sell |
|
|||||
|
2023
Q4 | $39.7M | Sell |
|
|||||
|
2023
Q3 | $45.4M | Buy |
|
|||||
|
2023
Q2 | $37.5M | Buy |
|
|||||
|
2023
Q1 | $34.5M | Buy |
|
|||||
|
2022
Q4 | $34.9M | Buy |
|
|||||
|
2022
Q3 | $36.3M | Sell |
|
|||||
|
2022
Q2 | $36M | Buy |
|
|||||
|
2022
Q1 | $38.8M | Sell |
|
|||||
|
2021
Q4 | $26M | Sell |
|
|||||
|
2021
Q3 | $39M | Buy |
|
|||||
|
2021
Q2 | $41M | Sell |
|
|||||
|
2021
Q1 | $36.5M | Buy |
|
|||||
|
2020
Q4 | $33.2M | Buy |
|
|||||
|
2020
Q3 | $24.1M | Buy |
|