Emery Howard Portfolio Management, Inc. SPY Holdings History
Emery Howard Portfolio Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2021-12-31, Emery Howard Portfolio Management, Inc. held 419,185.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $199.10 Mil. This investment constitutes 25.74% of their stock portfolio, and Emery Howard Portfolio Management, Inc. now holds 0.05% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then Emery Howard Portfolio Management, Inc. has made 15 purchases of SPY, at an average price of $186.28, for a total of 646,132.00 shares. In addition, there have been 9 sales at an average price of $267.30 for 226,947.00 shares. Based on historical transaction data and SPY's current price of $623.62, Emery Howard Portfolio Management, Inc.'s estimated gain on his SPY holdings is $201.72 Mil, reflecting a 167.60% gain to date.
Emery Howard Portfolio Management, Inc. SPY ($623.62) Holding Chart
Emery Howard Portfolio Management, Inc. SPY ($623.62) 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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