Number of Shares
34,076.00
Current Holdings Value*
$3.01 Mil
% of Portfolio
2.25%
Total Estimate Gain
$930,649.08
% of Total Estimate Gain
30.29%

Forest Hill Capital, LLC's HealthEquity Inc Holding Summary

As of 2025-03-31, Forest Hill Capital, LLC held 34,076.00 shares of HealthEquity Inc(HQY), totaling $3.01 Mil. This investment constitutes 2.25% of their stock portfolio, and Forest Hill Capital, LLC now holds 0.04% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2023Q4. And since then Forest Hill Capital, LLC has made 4 purchases of HQY, at an average price of $73.89, for a total of 41,576.00 shares. In addition, there have been 1 sales at an average price of $93.39 for 7,500.00 shares. Based on historical transaction data and HQY's current price of $96.91, Forest Hill Capital, LLC's estimated gain on his HQY holdings is $930,649.08, reflecting a 30.29% gain to date.

Forest Hill Capital, LLC HQY ($96.91) Holding Chart

Forest Hill Capital, LLC HQY ($96.91) 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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