Small Cap Core Portfolio HQY Holdings History
Small Cap Core Portfolio's HealthEquity Inc Holding Summary
As of 2025-03-31, Bernstein Fund Inc held 38,570.00 shares of HealthEquity Inc(HQY), totaling $3.41 Mil. This investment constitutes 0.55% of their stock portfolio, and Bernstein Fund Inc now holds 0.04% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2019Q3. And since then Small Cap Core Portfolio has made 2 purchases of HQY, at an average price of $76.62, for a total of 136,330.00 shares. In addition, there have been 2 sales at an average price of $58.08 for 97,760.00 shares. Based on historical transaction data and HQY's current price of $102.16, Small Cap Core Portfolio's estimated gain on his HQY holdings is $-827,442.70, reflecting a -7.92% gain to date.
Small Cap Core Portfolio HQY ($102.16) Holding Chart
Small Cap Core Portfolio HQY ($102.16) 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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