Number of Shares
12,770.00
Current Holdings Value*
$1.09 Mil
% of Portfolio
1.83%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
37.56%

CAMBIAR SMALL CAP FUND's HealthEquity Inc Holding Summary

As of 2025-04-30, ADVISORS' INNER CIRCLE FUND held 12,770.00 shares of HealthEquity Inc(HQY), totaling $1.09 Mil. This investment constitutes 1.83% of their stock portfolio, and ADVISORS' INNER CIRCLE FUND now holds 0.01% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2022Q1. And since then CAMBIAR SMALL CAP FUND has made 5 purchases of HQY, at an average price of $56.56, for a total of 62,700.00 shares. In addition, there have been 7 sales at an average price of $72.72 for 49,930.00 shares. Based on historical transaction data and HQY's current price of $97.70, CAMBIAR SMALL CAP FUND's estimated gain on his HQY holdings is $1.33 Mil, reflecting a 37.56% gain to date.

CAMBIAR SMALL CAP FUND HQY ($97.70) Holding Chart

CAMBIAR SMALL CAP 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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