GRIMES & COMPANY, INC. XLY Holdings History
GRIMES & COMPANY, INC.'s Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, GRIMES & COMPANY, INC. held 100,287.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $19.80 Mil. This investment constitutes 0.61% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.1% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2019Q2. And since then GRIMES & COMPANY, INC. has made 13 purchases of XLY, at an average price of $148.56, for a total of 758,410.00 shares. In addition, there have been 8 sales at an average price of $166.14 for 658,123.00 shares. Based on historical transaction data and XLY's current price of $222.17, GRIMES & COMPANY, INC.'s estimated gain on his XLY holdings is $18.96 Mil, reflecting a 16.83% gain to date.
GRIMES & COMPANY, INC. XLY ($222.17) Holding Chart
GRIMES & COMPANY, INC. XLY ($222.17) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
