Current Value of Holding

$71.2 Million

Shares

780 Thousand

% of Portfolio

0.21%

Average Buy Price

$24.5

Avg closing price
Price range

26 Ron Baron Healthequity Trades

Ron Baron's position in Healthequity is currently worth $71.2 Million. That's 0.21% of their equity portfolio (90th largest holding). The first Healthequity trade was made in Q3 2014. Since then Ron Baron bought shares nine more times and sold shares on sixteen occasions. The stake costed the investor $19.1 Million, netting the investor a gain of 273% so far.

Avg closing price
Price range
Increased shares by 4.0% (+30 Thousand shares) Q4 2024
Avg closing price $93.46
Price range $78.18 - $104.65
Sold 6.3% shares (-50 Thousand shares) Q3 2024
Avg closing price $77.29
Price range $67.98 - $86.62
Sold 6.2% shares (-52.8 Thousand shares) Q4 2021
Avg closing price $58.24
Price range $39.52 - $69.52
Sold 14.8% shares (-149 Thousand shares) Q3 2021
Avg closing price $69.45
Price range $61.14 - $82.65
Increased shares by 1.0% (+10 Thousand shares) Q2 2021
Avg closing price $76.19
Price range $66.24 - $84.60
Sold 5.5% shares (-58 Thousand shares) Q1 2021
Avg closing price $78.57
Price range $67.00 - $91.01
Sold 0.4% shares (-4.07 Thousand shares) Q4 2020
Avg closing price $62.20
Price range $51.41 - $74.40
Sold 0.4% shares (-4.4 Thousand shares) Q3 2020
Avg closing price $54.93
Price range $46.15 - $61.64
Increased shares by 0.1% (+1.1 Thousand shares) Q4 2019
Avg closing price $62.38
Price range $51.99 - $76.50
Increased shares by 16.7% (+151 Thousand shares) Q3 2019
Avg closing price $66.37
Price range $55.40 - $81.98
Sold 5.1% shares (-49 Thousand shares) Q2 2019
Avg closing price $69.61
Price range $62.18 - $78.30
Increased shares by 0.0% (+300 shares) Q1 2019
Avg closing price $70.30
Price range $52.86 - $84.51
Sold 9.5% shares (-100 Thousand shares) Q4 2018
Avg closing price $80.61
Price range $54.39 - $100.44
Sold 12.4% shares (-150 Thousand shares) Q3 2018
Avg closing price $86.15
Price range $74.12 - $97.32
Sold 8.4% shares (-111 Thousand shares) Q2 2017
Avg closing price $46.77
Price range $41.73 - $54.47
Increased shares by 0.1% (+907 shares) Q1 2017
Avg closing price $44.25
Price range $39.53 - $48.61
Sold 5.9% shares (-82.6 Thousand shares) Q4 2016
Avg closing price $38.65
Price range $30.70 - $44.65
Sold 0.1% shares (-1.1 Thousand shares) Q3 2016
Avg closing price $31.68
Price range $28.32 - $37.85
Sold 15.8% shares (-262 Thousand shares) Q2 2016
Avg closing price $26.26
Price range $22.84 - $30.38
Sold 0.7% shares (-12.2 Thousand shares) Q1 2016
Avg closing price $21.44
Price range $15.87 - $24.97

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