Ave Maria Value Fund WPM Holdings History

Number of Shares
225,000.00
Current Holdings Value*
$17.47 Mil
% of Portfolio
3.75%
Total Estimate Gain
$9.97 Mil
% of Total Estimate Gain
100.65%

Ave Maria Value Fund's Wheaton Precious Metals Corp Holding Summary

As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 225,000.00 shares of Wheaton Precious Metals Corp(WPM), totaling $17.47 Mil. This investment constitutes 3.75% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.05% of the outstanding Wheaton Precious Metals Corp(WPM) stock.

The initial trade took place in 2023Q1. And since then Ave Maria Value Fund has made 2 purchases of WPM, at an average price of $44.02, for a total of 225,000.00 shares. Based on historical transaction data and WPM's current price of $88.32, Ave Maria Value Fund's estimated gain on his WPM holdings is $9.97 Mil, reflecting a 100.65% gain to date.

Ave Maria Value Fund WPM ($88.32) Holding Chart

Ave Maria Value Fund WPM ($88.32) 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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