Lazard Global Equity Select Portfolio HQY Holdings History
Number of Shares
8,220.00
Current Holdings Value*
$726,400.00
% of Portfolio
0.86%
Total Estimate Gain
$-39,949.20
% of Total Estimate Gain
-4.74%
Lazard Global Equity Select Portfolio's HealthEquity Inc Holding Summary
As of 2025-03-31, LAZARD FUNDS INC held 8,220.00 shares of HealthEquity Inc(HQY), totaling $726,400.00. This investment constitutes 0.86% of their stock portfolio, and LAZARD FUNDS INC now holds 0.01% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2025Q1. And since then Lazard Global Equity Select Portfolio has made 1 purchases of HQY, at an average price of $102.56, for a total of 8,220.00 shares. Based on historical transaction data and HQY's current price of $97.70, Lazard Global Equity Select Portfolio's estimated gain on his HQY holdings is $-39,949.20, reflecting a -4.74% gain to date.
Lazard Global Equity Select Portfolio HQY ($97.70) Holding Chart
Lazard Global Equity Select Portfolio HQY ($97.70) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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