Small Cap Growth Stock Portfolio HQY Holdings History
Small Cap Growth Stock Portfolio's HealthEquity Inc Holding Summary
As of 2025-03-31, NORTHWESTERN MUTUAL SERIES FUND INC held 90,617.00 shares of HealthEquity Inc(HQY), totaling $8.01 Mil. This investment constitutes 1.26% of their stock portfolio, and NORTHWESTERN MUTUAL SERIES FUND INC now holds 0.1% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2022Q4. And since then Small Cap Growth Stock Portfolio has made 7 purchases of HQY, at an average price of $75.24, for a total of 120,895.00 shares. In addition, there have been 2 sales at an average price of $77.37 for 30,278.00 shares. Based on historical transaction data and HQY's current price of $97.34, Small Cap Growth Stock Portfolio's estimated gain on his HQY holdings is $2.07 Mil, reflecting a 22.73% gain to date.
Small Cap Growth Stock Portfolio HQY ($97.34) Holding Chart
Small Cap Growth Stock Portfolio HQY ($97.34) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
