Number of Shares
321,839.00
Current Holdings Value*
$63.30 Mil
% of Portfolio
1.4%
Total Estimate Gain
$81.32 Mil
% of Total Estimate Gain
357.20%

Fidelity Stock Selector Small Cap Fund's IES Holdings Inc Holding Summary

As of 2025-04-30, FIDELITY CAPITAL TRUST held 321,839.00 shares of IES Holdings Inc(IESC), totaling $63.30 Mil. This investment constitutes 1.4% of their stock portfolio, and FIDELITY CAPITAL TRUST now holds 1.62% of the outstanding IES Holdings Inc(IESC) stock.

The initial trade took place in 2021Q2. And since then Fidelity Stock Selector Small Cap Fund has made 10 purchases of IESC, at an average price of $63.02, for a total of 361,215.00 shares. In addition, there have been 4 sales at an average price of $138.86 for 39,376.00 shares. Based on historical transaction data and IESC's current price of $306.41, Fidelity Stock Selector Small Cap Fund's estimated gain on his IESC holdings is $81.32 Mil, reflecting a 357.20% gain to date.

Fidelity Stock Selector Small Cap Fund IESC ($306.41) Holding Chart

Fidelity Stock Selector Small Cap Fund IESC ($306.41) 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