DANA EPIPHANY SMALL CAP EQUITY FUND ADC Holdings History
DANA EPIPHANY SMALL CAP EQUITY FUND's Agree Realty Corp Holding Summary
As of 2025-04-30, DANA EPIPHANY SMALL CAP EQUITY FUND held 7,032.00 shares of Agree Realty Corp(ADC), totaling $545,750.00. This investment constitutes 2.09% of their stock portfolio, and DANA EPIPHANY SMALL CAP EQUITY FUND now holds 0.01% of the outstanding Agree Realty Corp(ADC) stock.
The initial trade took place in 2021Q1. And since then DANA EPIPHANY SMALL CAP EQUITY FUND has made 8 purchases of ADC, at an average price of $64.99, for a total of 11,649.00 shares. In addition, there have been 5 sales at an average price of $72.36 for 4,617.00 shares. Based on historical transaction data and ADC's current price of $71.38, DANA EPIPHANY SMALL CAP EQUITY FUND's estimated gain on his ADC holdings is $78,973.03, reflecting a 10.43% gain to date.
DANA EPIPHANY SMALL CAP EQUITY FUND ADC ($71.38) Holding Chart
DANA EPIPHANY SMALL CAP EQUITY FUND ADC ($71.38) 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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