Number of Shares
270,767.00
Current Holdings Value*
$53.25 Mil
% of Portfolio
1.38%
Total Estimate Gain
$115.92 Mil
% of Total Estimate Gain
334.28%

Fidelity Series Small Cap Opportunities Fund's IES Holdings Inc Holding Summary

As of 2025-04-30, FIDELITY SECURITIES FUND held 270,767.00 shares of IES Holdings Inc(IESC), totaling $53.25 Mil. This investment constitutes 1.38% of their stock portfolio, and FIDELITY SECURITIES FUND now holds 1.36% of the outstanding IES Holdings Inc(IESC) stock.

The initial trade took place in 2021Q2. And since then Fidelity Series Small Cap Opportunities Fund has made 6 purchases of IESC, at an average price of $51.66, for a total of 671,318.00 shares. In addition, there have been 8 sales at an average price of $140.61 for 400,551.00 shares. Based on historical transaction data and IESC's current price of $348.20, Fidelity Series Small Cap Opportunities Fund's estimated gain on his IESC holdings is $115.92 Mil, reflecting a 334.28% gain to date.

Fidelity Series Small Cap Opportunities Fund IESC ($348.20) Holding Chart

Fidelity Series Small Cap Opportunities Fund IESC ($348.20) 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