Kayne Anderson Rudnick Investment Management’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 | $71.9M | Sell |
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2025
Q1 | $64.1M | Sell |
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2024
Q4 | $74.1M | Buy |
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2024
Q3 | $46.6M | Sell |
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2024
Q2 | $50.1M | Buy |
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2024
Q1 | $46.8M | Sell |
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2023
Q4 | $38.5M | Buy |
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2023
Q3 | $41M | Sell |
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2023
Q2 | $47.4M | Sell |
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2023
Q1 | $45M | Sell |
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2022
Q4 | $47.4M | Sell |
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2022
Q3 | $98.8M | Buy |
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2022
Q2 | $86.6M | Buy |
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2022
Q1 | $93M | Buy |
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2021
Q4 | $59.7M | Sell |
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2021
Q3 | $90.4M | Buy |
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2021
Q2 | $112M | Buy |
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2021
Q1 | $83.3M | Buy |
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2020
Q4 | $83.1M | Buy |
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2020
Q3 | $43.8M | Buy |
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2020
Q2 | $42.4M | Buy |
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2020
Q1 | $17.8M | Buy |
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2019
Q4 | $23.3M | Buy |
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2019
Q3 | $17.7M | Sell |
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2019
Q2 | $29.6M | Buy |
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2019
Q1 | $31.9M | Buy |
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2018
Q4 | $22M | Sell |
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2018
Q3 | $40.4M | Buy |
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2018
Q2 | $32M | Buy |
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2018
Q1 | $25.4M | Buy |
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2017
Q4 | $15.4M | Buy |
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2017
Q3 | $16.7M | Sell |
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2017
Q2 | $17M | Buy |
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2017
Q1 | $9.71M | Buy |
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2016
Q4 | $3.15M | Buy |
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2016
Q3 | $2.51M | Sell |
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2016
Q2 | $2.06M | Sell |
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2016
Q1 | $1.7M | Buy |
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