Number of Shares
2.38 Mil
Current Holdings Value*
$181.99 Mil
% of Portfolio
4.57%
Total Estimate Gain
$47.92 Mil
% of Total Estimate Gain
9.48%

Howard Capital Management Inc.'s SPDR Bloomberg Convertible Securities ETF Holding Summary

As of 2025-03-31, Howard Capital Management Inc. held 2.38 Mil shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $181.99 Mil. This investment constitutes 4.57% of their stock portfolio, and Howard Capital Management Inc. now holds 5.08% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.

The initial trade took place in 2018Q2. And since then Howard Capital Management Inc. has made 15 purchases of CWB, at an average price of $65.34, for a total of 7.74 Mil shares. In addition, there have been 7 sales at an average price of $65.47 for 5.36 Mil shares. Based on historical transaction data and CWB's current price of $85.20, Howard Capital Management Inc.'s estimated gain on his CWB holdings is $47.92 Mil, reflecting a 9.48% gain to date.

Howard Capital Management Inc. CWB ($85.20) Holding Chart

Howard Capital Management Inc. CWB ($85.20) 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 %

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