BRADLEY FOSTER & SARGENT EQUITY FUND SBGSY Holdings History
BRADLEY FOSTER & SARGENT EQUITY FUND's Schneider Electric SE Holding Summary
As of 2025-02-28, BRADLEY FOSTER & SARGENT EQUITY FUND held 10,000.00 shares of Schneider Electric SE(SBGSY), totaling $482,500.00. This investment constitutes 0.85% of their stock portfolio, and BRADLEY FOSTER & SARGENT EQUITY FUND now holds 0% of the outstanding Schneider Electric SE(SBGSY) stock.
The initial trade took place in 2025Q1. And since then BRADLEY FOSTER & SARGENT EQUITY FUND has made 1 purchases of SBGSY, at an average price of $51.05, for a total of 10,000.00 shares. Based on historical transaction data and SBGSY's current price of $54.65, BRADLEY FOSTER & SARGENT EQUITY FUND's estimated gain on his SBGSY holdings is $36,000.00, reflecting a 7.05% gain to date.
BRADLEY FOSTER & SARGENT EQUITY FUND SBGSY ($54.65) Holding Chart
BRADLEY FOSTER & SARGENT EQUITY FUND SBGSY ($54.65) 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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