Number of Shares
608,619.00
Current Holdings Value*
$196.18 Mil
% of Portfolio
2.11%
Total Estimate Gain
$338.01 Mil
% of Total Estimate Gain
152.33%

FULLERTHALER BEHAVIORAL SMALL CAP EQUITY's Comfort Systems USA Inc Holding Summary

As of 2025-03-31, FULLERTHALER BEHAVIORAL SMALL CAP EQUITY held 608,619.00 shares of Comfort Systems USA Inc(FIX), totaling $196.18 Mil. This investment constitutes 2.11% of their stock portfolio, and FULLERTHALER BEHAVIORAL SMALL CAP EQUITY now holds 1.73% of the outstanding Comfort Systems USA Inc(FIX) stock.

The initial trade took place in 2020Q1. And since then FULLERTHALER BEHAVIORAL SMALL CAP EQUITY has made 6 purchases of FIX, at an average price of $107.06, for a total of 2.07 Mil shares. In addition, there have been 10 sales at an average price of $153.59 for 1.46 Mil shares. Based on historical transaction data and FIX's current price of $550.50, FULLERTHALER BEHAVIORAL SMALL CAP EQUITY's estimated gain on his FIX holdings is $338.01 Mil, reflecting a 152.33% gain to date.

FULLERTHALER BEHAVIORAL SMALL CAP EQUITY FIX ($550.50) Holding Chart

FULLERTHALER BEHAVIORAL SMALL CAP EQUITY FIX ($550.50) 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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