James Small Cap Fund UE Holdings History
James Small Cap Fund's Urban Edge Properties Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 13,725.00 shares of Urban Edge Properties(UE), totaling $260,780.00. This investment constitutes 0.55% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0.01% of the outstanding Urban Edge Properties(UE) stock.
The initial trade took place in 2025Q1. And since then James Small Cap Fund has made 1 purchases of UE, at an average price of $19.99, for a total of 13,725.00 shares. Based on historical transaction data and UE's current price of $18.54, James Small Cap Fund's estimated gain on his UE holdings is $-19,901.25, reflecting a -7.25% gain to date.
James Small Cap Fund UE ($18.54) Holding Chart
James Small Cap Fund UE ($18.54) 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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