Gresham Partners, LLC SPY Holdings History
Gresham Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2020-03-31, Gresham Partners, LLC held 53,236.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.50 Mil. This investment constitutes 13.35% of their stock portfolio, and Gresham Partners, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q4. And since then Gresham Partners, LLC has made 2 purchases of SPY, at an average price of $250.48, for a total of 93,007.00 shares. In addition, there have been 4 sales at an average price of $273.75 for 39,771.00 shares. Based on historical transaction data and SPY's current price of $628.54, Gresham Partners, LLC's estimated gain on his SPY holdings is $21.05 Mil, reflecting a 90.36% gain to date.
Gresham Partners, LLC SPY ($628.54) Holding Chart
Gresham Partners, LLC SPY ($628.54) 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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