Number of Shares
78,500.00
Current Holdings Value*
$11.71 Mil
% of Portfolio
3.93%
Total Estimate Gain
$6.92 Mil
% of Total Estimate Gain
66.83%

Wasatch Micro Cap Value Fund's HCI Group Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 78,500.00 shares of HCI Group Inc(HCI), totaling $11.71 Mil. This investment constitutes 3.93% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.68% of the outstanding HCI Group Inc(HCI) stock.

The initial trade took place in 2023Q1. And since then Wasatch Micro Cap Value Fund has made 5 purchases of HCI, at an average price of $73.09, for a total of 141,686.00 shares. In addition, there have been 3 sales at an average price of $95.58 for 63,186.00 shares. Based on historical transaction data and HCI's current price of $143.14, Wasatch Micro Cap Value Fund's estimated gain on his HCI holdings is $6.92 Mil, reflecting a 66.83% gain to date.

Wasatch Micro Cap Value Fund HCI ($143.14) Holding Chart

Wasatch Micro Cap Value Fund HCI ($143.14) 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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