Lazard Asset Management
HLIO icon

Lazard Asset Management’s Helios Technologies HLIO Stock Holding History

Lazard Asset Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Buy
+30,382
New +$2.04M ﹤0.01% 898
2025
Q3 		– Sell
-1,124
Closed -$37K – 2037
2025
Q2 		$37K Hold
1,124
– – ﹤0.01% 2052
2025
Q1 		$36K Buy
+1,124
New +$45.3K ﹤0.01% 2048
2023
Q1 		– Sell
-585
Closed -$31K – 2410
2022
Q4 		$31K Hold
585
– – ﹤0.01% 2010
2022
Q3 		$29K Sell
585
-1,292
-69% -$78.1K ﹤0.01% 1988
2022
Q2 		$124K Buy
1,877
+630
+51% +$43.7K ﹤0.01% 1435
2022
Q1 		$100K Buy
1,247
+439
+54% +$35K ﹤0.01% 1396
2021
Q4 		$84K Hold
808
– – ﹤0.01% 1510
2021
Q3 		$66K Buy
808
+232
+40% +$18.9K ﹤0.01% 1557
2021
Q2 		$44K Buy
+576
New +$42.2K ﹤0.01% 1644

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