LK Balanced Fund FITB Holdings History

Number of Shares
18,000.00
Current Holdings Value*
$705,600.00
% of Portfolio
3.47%
Total Estimate Gain
$176,400.00
% of Total Estimate Gain
29.49%

LK Balanced Fund's Fifth Third Bancorp Holding Summary

As of 2025-03-31, Managed Portfolio Series held 18,000.00 shares of Fifth Third Bancorp(FITB), totaling $705,600.00. This investment constitutes 3.47% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Fifth Third Bancorp(FITB) stock.

The initial trade took place in 2023Q1. And since then LK Balanced Fund has made 1 purchases of FITB, at an average price of $33.23, for a total of 18,000.00 shares. Based on historical transaction data and FITB's current price of $43.03, LK Balanced Fund's estimated gain on his FITB holdings is $176,400.00, reflecting a 29.49% gain to date.

LK Balanced Fund FITB ($43.03) Holding Chart

LK Balanced Fund FITB ($43.03) 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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