Connor, Clark & Lunn Investment Management (CC&L)’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,633
| Closed | -$2M | – | 1580 |
|
|
2025
Q1 | $2M | Sell |
22,633
-34,751
| -61% | -$3.07M | 0.01% | 728 |
|
|
2024
Q4 | $5.51M | Sell |
57,384
-51,778
| -47% | -$4.97M | 0.02% | 459 |
|
|
2024
Q3 | $8.93M | Buy |
109,162
+24,266
| +29% | +$1.99M | 0.04% | 308 |
|
|
2024
Q2 | $7.32M | Buy |
+84,896
| New | +$7.32M | 0.03% | 334 |
|
|
2024
Q1 | – | Sell |
-11,071
| Closed | -$734K | – | 1603 |
|
|
2023
Q4 | $734K | Buy |
+11,071
| New | +$734K | ﹤0.01% | 949 |
|
|
2023
Q3 | – | Sell |
-26,589
| Closed | -$1.68M | – | 1429 |
|
|
2023
Q2 | $1.68M | Sell |
26,589
-69,758
| -72% | -$4.4M | 0.01% | 655 |
|
|
2023
Q1 | $5.66M | Buy |
96,347
+7,495
| +8% | +$440K | 0.03% | 347 |
|
|
2022
Q4 | $5.48M | Buy |
+88,852
| New | +$5.48M | 0.03% | 339 |
|
|
2019
Q3 | – | Sell |
-49,700
| Closed | -$3.25M | – | 1012 |
|
|
2019
Q2 | $3.25M | Buy |
49,700
+32,325
| +186% | +$2.11M | 0.02% | 352 |
|
|
2019
Q1 | $1.29M | Buy |
+17,375
| New | +$1.29M | 0.01% | 483 |
|