Bernzott U.S. Small Cap Value Fund HCI Holdings History
Bernzott U.S. Small Cap Value Fund's HCI Group Inc Holding Summary
As of 2024-02-29, Investment Managers Series Trust held 16,355.00 shares of HCI Group Inc(HCI), totaling $1.60 Mil. This investment constitutes 4.66% of their stock portfolio, and Investment Managers Series Trust now holds 0.16% of the outstanding HCI Group Inc(HCI) stock.
The initial trade took place in 2022Q1. And since then Bernzott U.S. Small Cap Value Fund has made 4 purchases of HCI, at an average price of $71.98, for a total of 55,225.00 shares. In addition, there have been 3 sales at an average price of $63.76 for 38,870.00 shares. Based on historical transaction data and HCI's current price of $143.14, Bernzott U.S. Small Cap Value Fund's estimated gain on his HCI holdings is $844,410.95, reflecting a 21.24% gain to date.
Bernzott U.S. Small Cap Value Fund HCI ($143.14) Holding Chart
Bernzott U.S. Small Cap Value Fund HCI ($143.14) 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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