Number of Shares
217,734.00
Current Holdings Value*
$19.98 Mil
% of Portfolio
0.66%
Total Estimate Gain
$27.69 Mil
% of Total Estimate Gain
49.57%

ClearBridge Select Fund's HealthEquity Inc Holding Summary

As of 2025-04-30, LEGG MASON PARTNERS EQUITY TRUST held 217,734.00 shares of HealthEquity Inc(HQY), totaling $19.98 Mil. This investment constitutes 0.66% of their stock portfolio, and LEGG MASON PARTNERS EQUITY TRUST now holds 0.25% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2022Q4. And since then ClearBridge Select Fund has made 6 purchases of HQY, at an average price of $65.74, for a total of 849,786.00 shares. In addition, there have been 2 sales at an average price of $96.77 for 632,052.00 shares. Based on historical transaction data and HQY's current price of $102.84, ClearBridge Select Fund's estimated gain on his HQY holdings is $27.69 Mil, reflecting a 49.57% gain to date.

ClearBridge Select Fund HQY ($102.84) Holding Chart

ClearBridge Select Fund HQY ($102.84) 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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