Aureus Asset Management, LLC HQY Holdings History
Aureus Asset Management, LLC's HealthEquity Inc Holding Summary
As of 2025-03-31, Aureus Asset Management, LLC held 357,086.00 shares of HealthEquity Inc(HQY), totaling $31.56 Mil. This investment constitutes 2.21% of their stock portfolio, and Aureus Asset Management, LLC now holds 0.41% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2015Q1. And since then Aureus Asset Management, LLC has made 20 purchases of HQY, at an average price of $56.49, for a total of 664,434.00 shares. In addition, there have been 14 sales at an average price of $74.14 for 307,348.00 shares. Based on historical transaction data and HQY's current price of $97.41, Aureus Asset Management, LLC's estimated gain on his HQY holdings is $20.04 Mil, reflecting a 53.39% gain to date.
Aureus Asset Management, LLC HQY ($97.41) Holding Chart
Aureus Asset Management, LLC 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 % | |||
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