Keeley Small-Mid Cap Value Fund EQH Holdings History
Keeley Small-Mid Cap Value Fund's Equitable Holdings Inc Holding Summary
As of 2025-03-31, Keeley Funds, Inc. held 9,228.00 shares of Equitable Holdings Inc(EQH), totaling $480,690.00. This investment constitutes 1.93% of their stock portfolio, and Keeley Funds, Inc. now holds 0% of the outstanding Equitable Holdings Inc(EQH) stock.
The initial trade took place in 2019Q3. In addition, there have been 15 sales at an average price of $31.53 for 54,205.00 shares. Based on historical transaction data and EQH's current price of $55.67, Keeley Small-Mid Cap Value Fund's estimated gain on his EQH holdings is $861,633.16, reflecting a 63.30% gain to date.
Keeley Small-Mid Cap Value Fund EQH ($55.67) Holding Chart
Keeley Small-Mid Cap Value Fund EQH ($55.67) 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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