Small Cap Index Trust HQY Holdings History

Number of Shares
16,429.00
Current Holdings Value*
$1.45 Mil
% of Portfolio
0.32%
Total Estimate Gain
$596,876.15
% of Total Estimate Gain
43.79%

Small Cap Index Trust's HealthEquity Inc Holding Summary

As of 2025-03-31, JOHN HANCOCK VARIABLE INSURANCE TRUST held 16,429.00 shares of HealthEquity Inc(HQY), totaling $1.45 Mil. This investment constitutes 0.32% of their stock portfolio, and JOHN HANCOCK VARIABLE INSURANCE TRUST now holds 0.02% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2019Q3. And since then Small Cap Index Trust has made 4 purchases of HQY, at an average price of $66.29, for a total of 20,560.00 shares. In addition, there have been 7 sales at an average price of $68.13 for 4,131.00 shares. Based on historical transaction data and HQY's current price of $102.16, Small Cap Index Trust's estimated gain on his HQY holdings is $596,876.15, reflecting a 43.79% gain to date.

Small Cap Index Trust HQY ($102.16) Holding Chart

Small Cap Index Trust 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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