Ave Maria Bond Fund WSO Holdings History
Number of Shares
24,000.00
Current Holdings Value*
$12.20 Mil
% of Portfolio
9.51%
Total Estimate Gain
$7.20 Mil
% of Total Estimate Gain
140.15%
Ave Maria Bond Fund's Watsco Inc Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 24,000.00 shares of Watsco Inc(WSO), totaling $12.20 Mil. This investment constitutes 9.51% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.06% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2019Q3. In addition, there have been 2 sales at an average price of $226.86 for 7,700.00 shares. Based on historical transaction data and WSO's current price of $441.62, Ave Maria Bond Fund's estimated gain on his WSO holdings is $7.20 Mil, reflecting a 140.15% gain to date.
Ave Maria Bond Fund WSO ($441.62) Holding Chart
Ave Maria Bond Fund WSO ($441.62) 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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