Number of Shares
96,311.00
Current Holdings Value*
$15.98 Mil
% of Portfolio
3.27%
Total Estimate Gain
$13.00 Mil
% of Total Estimate Gain
44.83%

JACOBSON & SCHMITT ADVISORS, LLC's FirstService Corp Holding Summary

As of 2025-03-31, JACOBSON & SCHMITT ADVISORS, LLC held 96,311.00 shares of FirstService Corp(FSV), totaling $15.98 Mil. This investment constitutes 3.27% of their stock portfolio, and JACOBSON & SCHMITT ADVISORS, LLC now holds 0.21% of the outstanding FirstService Corp(FSV) stock.

The initial trade took place in 2015Q4. And since then JACOBSON & SCHMITT ADVISORS, LLC has made 15 purchases of FSV, at an average price of $85.68, for a total of 338,495.00 shares. In addition, there have been 13 sales at an average price of $103.18 for 242,184.00 shares. Based on historical transaction data and FSV's current price of $176.71, JACOBSON & SCHMITT ADVISORS, LLC's estimated gain on his FSV holdings is $13.00 Mil, reflecting a 44.83% gain to date.

JACOBSON & SCHMITT ADVISORS, LLC FSV ($176.71) Holding Chart

JACOBSON & SCHMITT ADVISORS, LLC FSV ($176.71) 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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