Number of Shares
22,347.00
Current Holdings Value*
$1.97 Mil
% of Portfolio
2.12%
Total Estimate Gain
$673,484.23
% of Total Estimate Gain
40.89%

Brown Advisory Sustainable Small-Cap Core Fund's HealthEquity Inc Holding Summary

As of 2025-03-31, Brown Advisory Funds held 22,347.00 shares of HealthEquity Inc(HQY), totaling $1.97 Mil. This investment constitutes 2.12% of their stock portfolio, and Brown Advisory Funds now holds 0.03% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2021Q4. And since then Brown Advisory Sustainable Small-Cap Core Fund has made 10 purchases of HQY, at an average price of $67.33, for a total of 24,459.00 shares. In addition, there have been 3 sales at an average price of $67.96 for 2,112.00 shares. Based on historical transaction data and HQY's current price of $97.41, Brown Advisory Sustainable Small-Cap Core Fund's estimated gain on his HQY holdings is $673,484.23, reflecting a 40.89% gain to date.

Brown Advisory Sustainable Small-Cap Core Fund HQY ($97.41) Holding Chart

Brown Advisory Sustainable Small-Cap Core 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 %

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