Number of Shares
43,787.00
Current Holdings Value*
$23.36 Mil
% of Portfolio
13.72%
Total Estimate Gain
$7.35 Mil
% of Total Estimate Gain
39.29%

LCM Capital Management Inc's S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, LCM Capital Management Inc held 43,787.00 shares of S&P MidCap 400 ETF(MDY), totaling $23.36 Mil. This investment constitutes 13.72% of their stock portfolio, and LCM Capital Management Inc now holds 0.11% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2020Q4. And since then LCM Capital Management Inc has made 12 purchases of MDY, at an average price of $403.33, for a total of 46,372.00 shares. In addition, there have been 5 sales at an average price of $482.83 for 2,585.00 shares. Based on historical transaction data and MDY's current price of $566.48, LCM Capital Management Inc's estimated gain on his MDY holdings is $7.35 Mil, reflecting a 39.29% gain to date.

LCM Capital Management Inc MDY ($566.48) Holding Chart

LCM Capital Management Inc MDY ($566.48) 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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