Ziegler Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-89,091
| Closed | -$5.77M | – | 428 |
|
|
2021
Q3 | $5.77M | Buy |
89,091
+52,530
| +144% | +$3.4M | 0.21% | 166 |
|
|
2021
Q2 | $7.35M | Sell |
36,561
-57,099
| -61% | -$11.5M | 0.25% | 149 |
|
|
2021
Q1 | $6.37M | Sell |
93,660
-26,095
| -22% | -$1.77M | 0.2% | 168 |
|
|
2020
Q4 | $8.35M | Buy |
119,755
+29,411
| +33% | +$2.05M | 0.28% | 138 |
|
|
2020
Q3 | $4.64M | Sell |
90,344
-3,887
| -4% | -$200K | 0.18% | 194 |
|
|
2020
Q2 | $5.53M | Sell |
94,231
-4,393
| -4% | -$258K | 0.18% | 180 |
|
|
2020
Q1 | $4.99M | Buy |
+98,624
| New | +$4.99M | 0.13% | 194 |
|