Number of Shares
56,338.00
Current Holdings Value*
$4.83 Mil
% of Portfolio
2.31%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
10.44%

Nuveen Small Cap Growth Opportunities Fund's HealthEquity Inc Holding Summary

As of 2025-04-30, NUVEEN INVESTMENT FUNDS INC held 56,338.00 shares of HealthEquity Inc(HQY), totaling $4.83 Mil. This investment constitutes 2.31% of their stock portfolio, and NUVEEN INVESTMENT FUNDS INC now holds 0.07% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2021Q3. And since then Nuveen Small Cap Growth Opportunities Fund has made 9 purchases of HQY, at an average price of $69.05, for a total of 143,451.00 shares. In addition, there have been 6 sales at an average price of $62.85 for 87,113.00 shares. Based on historical transaction data and HQY's current price of $96.97, Nuveen Small Cap Growth Opportunities Fund's estimated gain on his HQY holdings is $1.03 Mil, reflecting a 10.44% gain to date.

Nuveen Small Cap Growth Opportunities Fund HQY ($96.97) Holding Chart

Nuveen Small Cap Growth Opportunities Fund HQY ($96.97) 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 %

Top Ranked Articles

  • 1