Brown Advisory Small-Cap Growth Fund HQY Holdings History
Brown Advisory Small-Cap Growth Fund's HealthEquity Inc Holding Summary
As of 2025-03-31, Brown Advisory Funds held 438,648.00 shares of HealthEquity Inc(HQY), totaling $38.76 Mil. This investment constitutes 3.18% of their stock portfolio, and Brown Advisory Funds now holds 0.51% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2019Q3. And since then Brown Advisory Small-Cap Growth Fund has made 13 purchases of HQY, at an average price of $62.37, for a total of 642,541.00 shares. In addition, there have been 4 sales at an average price of $81.55 for 203,893.00 shares. Based on historical transaction data and HQY's current price of $97.70, Brown Advisory Small-Cap Growth Fund's estimated gain on his HQY holdings is $19.41 Mil, reflecting a 48.42% gain to date.
Brown Advisory Small-Cap Growth Fund HQY ($97.70) Holding Chart
Brown Advisory Small-Cap Growth Fund 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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