Number of Shares
63,401.00
Current Holdings Value*
$5.60 Mil
% of Portfolio
1.73%
Total Estimate Gain
$2.49 Mil
% of Total Estimate Gain
32.37%

American Beacon Stephens Small Cap Growth Fund's HealthEquity Inc Holding Summary

As of 2025-03-31, AMERICAN BEACON FUNDS held 63,401.00 shares of HealthEquity Inc(HQY), totaling $5.60 Mil. This investment constitutes 1.73% of their stock portfolio, and AMERICAN BEACON FUNDS now holds 0.07% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2019Q3. And since then American Beacon Stephens Small Cap Growth Fund has made 8 purchases of HQY, at an average price of $63.69, for a total of 120,688.00 shares. In addition, there have been 10 sales at an average price of $69.81 for 57,287.00 shares. Based on historical transaction data and HQY's current price of $97.41, American Beacon Stephens Small Cap Growth Fund's estimated gain on his HQY holdings is $2.49 Mil, reflecting a 32.37% gain to date.

American Beacon Stephens Small Cap Growth Fund HQY ($97.41) Holding Chart

American Beacon Stephens Small Cap Growth Fund HQY ($97.41) 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 %

Top Ranked Articles

  • 1