Number of Shares
206,637.00
Current Holdings Value*
$18.30 Mil
% of Portfolio
1.29%
Total Estimate Gain
$15.28 Mil
% of Total Estimate Gain
189.45%

Columbia Small Cap Value Fund I's StoneX Group Inc Holding Summary

As of 2025-04-30, COLUMBIA FUNDS SERIES TRUST I held 206,637.00 shares of StoneX Group Inc(SNEX), totaling $18.30 Mil. This investment constitutes 1.29% of their stock portfolio, and COLUMBIA FUNDS SERIES TRUST I now holds 0.42% of the outstanding StoneX Group Inc(SNEX) stock.

The initial trade took place in 2020Q3. And since then Columbia Small Cap Value Fund I has made 14 purchases of SNEX, at an average price of $28.51, for a total of 282,777.00 shares. In addition, there have been 5 sales at an average price of $52.38 for 76,140.00 shares. Based on historical transaction data and SNEX's current price of $93.65, Columbia Small Cap Value Fund I's estimated gain on his SNEX holdings is $15.28 Mil, reflecting a 189.45% gain to date.

Columbia Small Cap Value Fund I SNEX ($93.65) Holding Chart

Columbia Small Cap Value Fund I SNEX ($93.65) 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 %

Top Ranked Articles

  • 1