Lazard Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6M | Buy |
387,801
+2,431
| +0.6% | +$255K | 0.06% | 253 |
|
|
2025
Q1 | $34.1M | Buy |
+385,370
| New | +$34.1M | 0.05% | 242 |
|
|
2024
Q4 | – | Sell |
-11,156
| Closed | -$913K | – | 2387 |
|
|
2024
Q3 | $913K | Buy |
11,156
+10,152
| +1,011% | +$831K | ﹤0.01% | 1115 |
|
|
2024
Q2 | $86K | Buy |
1,004
+455
| +83% | +$39K | ﹤0.01% | 1793 |
|
|
2024
Q1 | $44K | Hold |
549
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q4 | $36K | Hold |
549
| – | – | ﹤0.01% | 1979 |
|
|
2023
Q3 | $40K | Buy |
549
+297
| +118% | +$21.6K | ﹤0.01% | 1915 |
|
|
2023
Q2 | $15K | Buy |
+252
| New | +$15K | ﹤0.01% | 2151 |
|
|
2021
Q4 | – | Sell |
-20,370
| Closed | -$1.32M | – | 2360 |
|
|
2021
Q3 | $1.32M | Buy |
+20,370
| New | +$1.32M | ﹤0.01% | 997 |
|