Number of Shares
98,075.00
Current Holdings Value*
$8.67 Mil
% of Portfolio
2.16%
Total Estimate Gain
$2.32 Mil
% of Total Estimate Gain
25.49%

NYLI VP Small Cap Growth Portfolio's HealthEquity Inc Holding Summary

As of 2025-03-31, NYLI VP Small Cap Growth Portfolio held 98,075.00 shares of HealthEquity Inc(HQY), totaling $8.67 Mil. This investment constitutes 2.16% of their stock portfolio, and NYLI VP Small Cap Growth Portfolio now holds 0.11% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2019Q3. And since then NYLI VP Small Cap Growth Portfolio has made 11 purchases of HQY, at an average price of $72.28, for a total of 125,755.00 shares. In addition, there have been 6 sales at an average price of $65.92 for 27,680.00 shares. Based on historical transaction data and HQY's current price of $97.70, NYLI VP Small Cap Growth Portfolio's estimated gain on his HQY holdings is $2.32 Mil, reflecting a 25.49% gain to date.

NYLI VP Small Cap Growth Portfolio HQY ($97.70) Holding Chart

NYLI VP Small Cap Growth Portfolio 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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