Hotchkis And Wiley Small Cap Diversified Value Fund SR Holdings History
Hotchkis and Wiley Small Cap Diversified Value Fund's Spire Inc Holding Summary
As of 2025-03-31, Hotchkis and Wiley Small Cap Diversified Value Fund held 47,373.00 shares of Spire Inc(SR), totaling $3.71 Mil. This investment constitutes 0.5% of their stock portfolio, and Hotchkis and Wiley Small Cap Diversified Value Fund now holds 0.08% of the outstanding Spire Inc(SR) stock.
The initial trade took place in 2019Q3. And since then Hotchkis and Wiley Small Cap Diversified Value Fund has made 14 purchases of SR, at an average price of $67.56, for a total of 60,173.00 shares. In addition, there have been 3 sales at an average price of $74.01 for 12,800.00 shares. Based on historical transaction data and SR's current price of $72.89, Hotchkis and Wiley Small Cap Diversified Value Fund's estimated gain on his SR holdings is $335,265.59, reflecting a 8.25% gain to date.
Hotchkis and Wiley Small Cap Diversified Value Fund SR ($72.89) Holding Chart
Hotchkis and Wiley Small Cap Diversified Value Fund SR ($72.89) 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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