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Lombard Odier Asset Management (Europe)’s HealthEquity HQY Stock Holding History

Lombard Odier Asset Management (Europe)’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,000
Closed -$587K – 267
2023
Q1 		$587K Buy
10,000
+1,150
+13% +$69.8K 0.03% 246
2022
Q4 		$546K Sell
8,850
-150
-2% -$10.1K 0.02% 257
2022
Q3 		$605K Sell
9,000
-80,000
-90% -$5.06M 0.03% 241
2022
Q2 		$5.46M Buy
+89,000
New +$5.7M 0.27% 105

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s HQY Position: Q2 2023 in Review

Lombard Odier Asset Management (Europe) sold out of HealthEquity (HQY) in Q2 2023, closing a stake of 10,000 shares — an estimated $587K sold.

Lombard Odier Asset Management (Europe) first reported a position in HQY in Q2 2022 and held it in 4 quarters. The position peaked at $5.46M in Q2 2022. 317 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

  • Lombard Odier Asset Management (Europe) reported no remaining HealthEquity position as of Q2 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (Europe) sold 10,000 HealthEquity shares in Q2 2023, an estimated $587K.
  • Lombard Odier Asset Management (Europe) first reported a position in HealthEquity in Q2 2022 and held it in 4 quarters.
  • Lombard Odier Asset Management (Europe)'s HealthEquity position peaked at $5.46M in Q2 2022.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q2 2023, filed 14 Aug 2023.