Wasatch Small Cap Value Fund HQY Holdings History
Wasatch Small Cap Value Fund's HealthEquity Inc Holding Summary
As of 2025-03-31, WASATCH FUNDS TRUST held 390,708.00 shares of HealthEquity Inc(HQY), totaling $34.53 Mil. This investment constitutes 2.37% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.45% of the outstanding HealthEquity Inc(HQY) stock.
The initial trade took place in 2020Q4. And since then Wasatch Small Cap Value Fund has made 10 purchases of HQY, at an average price of $67.01, for a total of 944,637.00 shares. In addition, there have been 6 sales at an average price of $64.22 for 553,929.00 shares. Based on historical transaction data and HQY's current price of $100.12, Wasatch Small Cap Value Fund's estimated gain on his HQY holdings is $11.38 Mil, reflecting a 17.98% gain to date.
Wasatch Small Cap Value Fund HQY ($100.12) Holding Chart
Wasatch Small Cap Value Fund HQY ($100.12) 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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