Number of Shares
477,641.00
Current Holdings Value*
$42.21 Mil
% of Portfolio
2.11%
Total Estimate Gain
$21.06 Mil
% of Total Estimate Gain
44.97%

Aristotle Capital Boston, LLC's HealthEquity Inc Holding Summary

As of 2025-03-31, Aristotle Capital Boston, LLC held 477,641.00 shares of HealthEquity Inc(HQY), totaling $42.21 Mil. This investment constitutes 2.11% of their stock portfolio, and Aristotle Capital Boston, LLC now holds 0.55% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2020Q3. And since then Aristotle Capital Boston, LLC has made 10 purchases of HQY, at an average price of $61.78, for a total of 757,858.00 shares. In addition, there have been 9 sales at an average price of $81.36 for 280,217.00 shares. Based on historical transaction data and HQY's current price of $94.38, Aristotle Capital Boston, LLC's estimated gain on his HQY holdings is $21.06 Mil, reflecting a 44.97% gain to date.

Aristotle Capital Boston, LLC HQY ($94.38) Holding Chart

Aristotle Capital Boston, LLC HQY ($94.38) 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