Number of Shares
4,709.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
0.51%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
107.27%

Calvert U.S. Mid Cap Core Responsible Index Fund's Ameriprise Financial Inc Holding Summary

As of 2025-03-31, Calvert U.S. Mid Cap Core Responsible Index Fund held 4,709.00 shares of Ameriprise Financial Inc(AMP), totaling $2.28 Mil. This investment constitutes 0.51% of their stock portfolio, and Calvert U.S. Mid Cap Core Responsible Index Fund now holds 0% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2019Q3. And since then Calvert U.S. Mid Cap Core Responsible Index Fund has made 15 purchases of AMP, at an average price of $238.97, for a total of 6,332.00 shares. In addition, there have been 7 sales at an average price of $400.34 for 1,623.00 shares. Based on historical transaction data and AMP's current price of $528.07, Calvert U.S. Mid Cap Core Responsible Index Fund's estimated gain on his AMP holdings is $1.62 Mil, reflecting a 107.27% gain to date.

Calvert U.S. Mid Cap Core Responsible Index Fund AMP ($528.07) Holding Chart

Calvert U.S. Mid Cap Core Responsible Index Fund AMP ($528.07) 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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