Bernzott U.S. Small Cap Value Fund CHRD Holdings History
Bernzott U.S. Small Cap Value Fund's Chord Energy Corp Holding Summary
As of 2024-02-29, Investment Managers Series Trust held 8,765.00 shares of Chord Energy Corp(CHRD), totaling $1.42 Mil. This investment constitutes 4.16% of their stock portfolio, and Investment Managers Series Trust now holds 0.02% of the outstanding Chord Energy Corp(CHRD) stock.
The initial trade took place in 2022Q4. And since then Bernzott U.S. Small Cap Value Fund has made 2 purchases of CHRD, at an average price of $145.58, for a total of 20,215.00 shares. In addition, there have been 3 sales at an average price of $160.63 for 11,450.00 shares. Based on historical transaction data and CHRD's current price of $106.40, Bernzott U.S. Small Cap Value Fund's estimated gain on his CHRD holdings is $-171,084.60, reflecting a -5.81% gain to date.
Bernzott U.S. Small Cap Value Fund CHRD ($106.40) Holding Chart
Bernzott U.S. Small Cap Value Fund CHRD ($106.40) 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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