Wasatch Core Growth Fund HQY Holdings History
Wasatch Core Growth Fund's HealthEquity Inc Holding Summary
As of 2025-03-31, WASATCH FUNDS TRUST held 2.06 Mil shares of HealthEquity Inc(HQY), totaling $181.77 Mil. This investment constitutes 4.26% of their stock portfolio, and WASATCH FUNDS TRUST now holds 2.38% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2019Q3. And since then Wasatch Core Growth Fund has made 11 purchases of HQY, at an average price of $64.27, for a total of 2.66 Mil shares. In addition, there have been 9 sales at an average price of $69.44 for 607,987.00 shares. Based on historical transaction data and HQY's current price of $97.70, Wasatch Core Growth Fund's estimated gain on his HQY holdings is $71.90 Mil, reflecting a 41.98% gain to date.
Wasatch Core Growth Fund HQY ($97.70) Holding Chart
Wasatch Core Growth Fund HQY ($97.70) 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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