DF Dent Premier Growth Fund SPGI Holdings History
Number of Shares
16,235.00
Current Holdings Value*
$8.25 Mil
% of Portfolio
3.76%
Total Estimate Gain
$6.90 Mil
% of Total Estimate Gain
66.05%
DF Dent Premier Growth Fund's S&P Global Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 16,235.00 shares of S&P Global Inc(SPGI), totaling $8.25 Mil. This investment constitutes 3.76% of their stock portfolio, and FORUM FUNDS now holds 0.01% of the outstanding S&P Global Inc(SPGI) stock.
The initial trade took place in 2020Q1. In addition, there have been 11 sales at an average price of $399.39 for 21,827.00 shares. Based on historical transaction data and SPGI's current price of $530.85, DF Dent Premier Growth Fund's estimated gain on his SPGI holdings is $6.90 Mil, reflecting a 66.05% gain to date.
DF Dent Premier Growth Fund SPGI ($530.85) Holding Chart
DF Dent Premier Growth Fund SPGI ($530.85) 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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