Wasatch Small Cap Growth Fund HQY Holdings History
Wasatch Small Cap Growth Fund's HealthEquity Inc Holding Summary
As of 2025-03-31, WASATCH FUNDS TRUST held 775,277.00 shares of HealthEquity Inc(HQY), totaling $68.51 Mil. This investment constitutes 3.92% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.9% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2019Q3. And since then Wasatch Small Cap Growth Fund has made 8 purchases of HQY, at an average price of $62.04, for a total of 1.68 Mil shares. In addition, there have been 10 sales at an average price of $75.07 for 902,944.00 shares. Based on historical transaction data and HQY's current price of $102.16, Wasatch Small Cap Growth Fund's estimated gain on his HQY holdings is $42.87 Mil, reflecting a 41.18% gain to date.
Wasatch Small Cap Growth Fund HQY ($102.16) Holding Chart
Wasatch Small Cap Growth Fund 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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