Cohen Klingenstein LLC SPY Holdings History
Cohen Klingenstein LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Cohen Klingenstein LLC held 1.18 Mil shares of SPDR S&P 500 ETF Trust(SPY), totaling $659.99 Mil. This investment constitutes 24.04% of their stock portfolio, and Cohen Klingenstein LLC now holds 0.11% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Cohen Klingenstein LLC has made 14 purchases of SPY, at an average price of $459.71, for a total of 1.30 Mil shares. In addition, there have been 22 sales at an average price of $428.39 for 121,425.00 shares. Based on historical transaction data and SPY's current price of $607.12, Cohen Klingenstein LLC's estimated gain on his SPY holdings is $170.12 Mil, reflecting a 28.44% gain to date.
Cohen Klingenstein LLC SPY ($607.12) Holding Chart
Cohen Klingenstein LLC SPY ($607.12) 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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