Number of Shares
99,932.00
Current Holdings Value*
$8.83 Mil
% of Portfolio
2.45%
Total Estimate Gain
$3.46 Mil
% of Total Estimate Gain
50.06%

ClearBridge Variable Small Cap Growth Portfolio's HealthEquity Inc Holding Summary

As of 2025-03-31, LEGG MASON PARTNERS VARIABLE EQUITY TRUST held 99,932.00 shares of HealthEquity Inc(HQY), totaling $8.83 Mil. This investment constitutes 2.45% of their stock portfolio, and LEGG MASON PARTNERS VARIABLE EQUITY TRUST now holds 0.12% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2022Q4. And since then ClearBridge Variable Small Cap Growth Portfolio has made 7 purchases of HQY, at an average price of $67.75, for a total of 101,932.00 shares. In addition, there have been 1 sales at an average price of $93.39 for 2,000.00 shares. Based on historical transaction data and HQY's current price of $101.83, ClearBridge Variable Small Cap Growth Portfolio's estimated gain on his HQY holdings is $3.46 Mil, reflecting a 50.06% gain to date.

ClearBridge Variable Small Cap Growth Portfolio HQY ($101.83) Holding Chart

ClearBridge Variable Small Cap Growth Portfolio HQY ($101.83) 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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