James Small Cap Fund PIPR Holdings History

Number of Shares
6,085.00
Current Holdings Value*
$1.51 Mil
% of Portfolio
3.19%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
171.83%

James Small Cap Fund's Piper Sandler Cos Holding Summary

As of 2025-03-31, JAMES ADVANTAGE FUNDS held 6,085.00 shares of Piper Sandler Cos(PIPR), totaling $1.51 Mil. This investment constitutes 3.19% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0.04% of the outstanding Piper Sandler Cos(PIPR) stock.

The initial trade took place in 2019Q3. In addition, there have been 2 sales at an average price of $142.04 for 8,690.00 shares. Based on historical transaction data and PIPR's current price of $289.21, James Small Cap Fund's estimated gain on his PIPR holdings is $1.89 Mil, reflecting a 171.83% gain to date.

James Small Cap Fund PIPR ($289.21) Holding Chart

James Small Cap Fund PIPR ($289.21) 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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