Calvert Small Cap Fund CBU Holdings History
Calvert Small Cap Fund's Community Financial System Inc Holding Summary
As of 2025-03-31, Calvert Small Cap Fund held 1.18 Mil shares of Community Financial System Inc(CBU), totaling $67.22 Mil. This investment constitutes 2.7% of their stock portfolio, and Calvert Small Cap Fund now holds 2.24% of the outstanding Community Financial System Inc(CBU) stock.
The initial trade took place in 2019Q3. And since then Calvert Small Cap Fund has made 15 purchases of CBU, at an average price of $60.58, for a total of 1.52 Mil shares. In addition, there have been 5 sales at an average price of $67.25 for 341,772.00 shares. Based on historical transaction data and CBU's current price of $58.40, Calvert Small Cap Fund's estimated gain on his CBU holdings is $-299,889.75, reflecting a -0.32% gain to date.
Calvert Small Cap Fund CBU ($58.40) Holding Chart
Calvert Small Cap Fund CBU ($58.40) 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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