Davis Balanced Fund META Holdings History
Number of Shares
4,330.00
Current Holdings Value*
$2.48 Mil
% of Portfolio
1.14%
Total Estimate Gain
$4.98 Mil
% of Total Estimate Gain
204.38%
Davis Balanced Fund's Meta Platforms Inc Holding Summary
As of 2026-03-31, Davis Balanced Fund held 4,330.00 shares of Meta Platforms Inc(META), totaling $2.48 Mil. This investment constitutes 1.14% of their stock portfolio, and Davis Balanced Fund now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2019Q3. In addition, there have been 5 sales at an average price of $570.05 for 8,492.00 shares. Based on historical transaction data and META's current price of $595.19, Davis Balanced Fund's estimated gain on his META holdings is $4.98 Mil, reflecting a 204.38% gain to date.
Davis Balanced Fund META ($595.19) Holding Chart
Davis Balanced Fund META ($595.19) 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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