ClearBridge Small Cap Growth Fund HQY Holdings History
ClearBridge Small Cap Growth Fund's HealthEquity Inc Holding Summary
As of 2025-04-30, LEGG MASON PARTNERS EQUITY TRUST held 471,749.00 shares of HealthEquity Inc(HQY), totaling $40.44 Mil. This investment constitutes 1.88% of their stock portfolio, and LEGG MASON PARTNERS EQUITY TRUST now holds 0.55% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2022Q4. And since then ClearBridge Small Cap Growth Fund has made 5 purchases of HQY, at an average price of $66.62, for a total of 1.06 Mil shares. In addition, there have been 5 sales at an average price of $90.16 for 592,214.00 shares. Based on historical transaction data and HQY's current price of $97.75, ClearBridge Small Cap Growth Fund's estimated gain on his HQY holdings is $28.63 Mil, reflecting a 40.39% gain to date.
ClearBridge Small Cap Growth Fund HQY ($97.75) Holding Chart
ClearBridge Small Cap Growth Fund HQY ($97.75) 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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