Dunham Small Cap Growth Fund HQY Holdings History
Dunham Small Cap Growth Fund's HealthEquity Inc Holding Summary
As of 2025-04-30, Dunham Funds held - shares of HealthEquity Inc(HQY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Dunham Funds now holds 0% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2021Q4. And since then Dunham Small Cap Growth Fund has made 5 purchases of HQY, at an average price of $65.68, for a total of 19,599.00 shares. In addition, there have been 4 sales at an average price of $65.87 for 19,599.00 shares. Based on historical transaction data and HQY's current price of $97.70, Dunham Small Cap Growth Fund's estimated gain on his HQY holdings is $3,743.62, reflecting a 0.29% gain to date.
Dunham Small Cap Growth Fund HQY ($97.70) Holding Chart
Dunham Small Cap Growth 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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