Aristotle Small Cap Equity Fund AEIS Holdings History
Aristotle Small Cap Equity Fund's Advanced Energy Industries Inc Holding Summary
As of 2023-09-30, Investment Managers Series Trust held 32,401.00 shares of Advanced Energy Industries Inc(AEIS), totaling $3.34 Mil. This investment constitutes 2.01% of their stock portfolio, and Investment Managers Series Trust now holds 0.09% of the outstanding Advanced Energy Industries Inc(AEIS) stock.
The initial trade took place in 2020Q1. And since then Aristotle Small Cap Equity Fund has made 7 purchases of AEIS, at an average price of $68.00, for a total of 40,372.00 shares. In addition, there have been 4 sales at an average price of $95.52 for 7,971.00 shares. Based on historical transaction data and AEIS's current price of $138.14, Aristotle Small Cap Equity Fund's estimated gain on his AEIS holdings is $2.49 Mil, reflecting a 90.78% gain to date.
Aristotle Small Cap Equity Fund AEIS ($138.14) Holding Chart
Aristotle Small Cap Equity Fund AEIS ($138.14) 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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