Carillon Scout Small Cap Fund HQY Holdings History
Carillon Chartwell Small Cap Fund's HealthEquity Inc Holding Summary
As of 2025-03-31, Carillon Chartwell Small Cap Fund held 22,814.00 shares of HealthEquity Inc(HQY), totaling $2.02 Mil. This investment constitutes 1.01% of their stock portfolio, and Carillon Chartwell Small Cap Fund now holds 0.03% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2019Q4. And since then Carillon Chartwell Small Cap Fund has made 5 purchases of HQY, at an average price of $59.19, for a total of 109,016.00 shares. In addition, there have been 16 sales at an average price of $84.48 for 86,202.00 shares. Based on historical transaction data and HQY's current price of $97.52, Carillon Chartwell Small Cap Fund's estimated gain on his HQY holdings is $3.05 Mil, reflecting a 47.33% gain to date.
Carillon Chartwell Small Cap Fund HQY ($97.52) Holding Chart
Carillon Chartwell Small Cap Fund HQY ($97.52) 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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