Number of Shares
32,201.00
Current Holdings Value*
$2.76 Mil
% of Portfolio
1.97%
Total Estimate Gain
$694,007.38
% of Total Estimate Gain
17.13%

Nuveen Small Cap Select Fund's HealthEquity Inc Holding Summary

As of 2025-04-30, NUVEEN INVESTMENT FUNDS INC held 32,201.00 shares of HealthEquity Inc(HQY), totaling $2.76 Mil. This investment constitutes 1.97% of their stock portfolio, and NUVEEN INVESTMENT FUNDS INC now holds 0.04% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2021Q3. And since then Nuveen Small Cap Select Fund has made 9 purchases of HQY, at an average price of $70.33, for a total of 57,622.00 shares. In addition, there have been 6 sales at an average price of $62.95 for 25,421.00 shares. Based on historical transaction data and HQY's current price of $97.70, Nuveen Small Cap Select Fund's estimated gain on his HQY holdings is $694,007.38, reflecting a 17.13% gain to date.

Nuveen Small Cap Select Fund HQY ($97.70) Holding Chart

Nuveen Small Cap Select 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 %

Top Ranked Articles

  • 1