Number of Shares
290,636.00
Current Holdings Value*
$25.68 Mil
% of Portfolio
3.5%
Total Estimate Gain
$18.51 Mil
% of Total Estimate Gain
37.40%

Wasatch Ultra Growth Fund's HealthEquity Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 290,636.00 shares of HealthEquity Inc(HQY), totaling $25.68 Mil. This investment constitutes 3.5% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.34% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2020Q3. And since then Wasatch Ultra Growth Fund has made 4 purchases of HQY, at an average price of $58.63, for a total of 843,998.00 shares. In addition, there have been 8 sales at an average price of $73.23 for 553,362.00 shares. Based on historical transaction data and HQY's current price of $94.52, Wasatch Ultra Growth Fund's estimated gain on his HQY holdings is $18.51 Mil, reflecting a 37.40% gain to date.

Wasatch Ultra Growth Fund HQY ($94.52) Holding Chart

Wasatch Ultra Growth Fund HQY ($94.52) 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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