SIMT Small Cap Fund HQY Holdings History
SIMT Small Cap Fund's HealthEquity Inc Holding Summary
As of 2025-03-31, SEI INSTITUTIONAL MANAGED TRUST held 7,364.00 shares of HealthEquity Inc(HQY), totaling $650,760.00. This investment constitutes 0.15% of their stock portfolio, and SEI INSTITUTIONAL MANAGED TRUST now holds 0.01% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2019Q3. And since then SIMT Small Cap Fund has made 6 purchases of HQY, at an average price of $70.42, for a total of 43,030.00 shares. In addition, there have been 6 sales at an average price of $84.74 for 35,666.00 shares. Based on historical transaction data and HQY's current price of $97.70, SIMT Small Cap Fund's estimated gain on his HQY holdings is $711,407.40, reflecting a 23.48% gain to date.
SIMT Small Cap Fund HQY ($97.70) Holding Chart
SIMT Small Cap 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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