Loomis, Sayles & Company’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 | $108M | Sell |
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|
2025
Q1 | $98.4M | Buy |
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|
2024
Q4 | $106M | Sell |
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|
2024
Q3 | $92.2M | Buy |
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|
2024
Q2 | $95M | Buy |
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|
2024
Q1 | $76M | Buy |
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|
2023
Q4 | $58.4M | Buy |
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|
2023
Q3 | $29.2M | Buy |
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|
2023
Q2 | $16M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $24.8M | Sell |
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|
2021
Q3 | $56.8M | Sell |
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|
2021
Q2 | $71.6M | Buy |
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|
2021
Q1 | $52.6M | Buy |
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|
2020
Q4 | $37.6M | Buy |
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|
2020
Q3 | $23.6M | Buy |
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|
2020
Q2 | $26.4M | Buy |
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|
2020
Q1 | $15.6M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $52.5M | Sell |
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|
2018
Q2 | $45.7M | Sell |
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|
2018
Q1 | $48.1M | Sell |
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|
2017
Q4 | $38.2M | Buy |
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|
2017
Q3 | $40.9M | Sell |
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|
2017
Q2 | $41.5M | Sell |
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|
2017
Q1 | $35.4M | Buy |
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|
2016
Q4 | $32.3M | Buy |
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|
2016
Q3 | $21.5M | Buy |
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|
2016
Q2 | $14.2M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $16.9M | Buy |
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