Number of Shares
110,938.00
Current Holdings Value*
$14.51 Mil
% of Portfolio
4.08%
Total Estimate Gain
$23.28 Mil
% of Total Estimate Gain
60.26%

DF Dent Midcap Growth Fund's CBRE Group Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 110,938.00 shares of CBRE Group Inc(CBRE), totaling $14.51 Mil. This investment constitutes 4.08% of their stock portfolio, and FORUM FUNDS now holds 0.04% of the outstanding CBRE Group Inc(CBRE) stock.

The initial trade took place in 2020Q1. And since then DF Dent Midcap Growth Fund has made 7 purchases of CBRE, at an average price of $61.36, for a total of 629,557.00 shares. In addition, there have been 12 sales at an average price of $90.45 for 518,619.00 shares. Based on historical transaction data and CBRE's current price of $135.22, DF Dent Midcap Growth Fund's estimated gain on his CBRE holdings is $23.28 Mil, reflecting a 60.26% gain to date.

DF Dent Midcap Growth Fund CBRE ($135.22) Holding Chart

DF Dent Midcap Growth Fund CBRE ($135.22) 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