LKCM Balanced Fund FI Holdings History
Number of Shares
2,500.00
Current Holdings Value*
$552,080.00
% of Portfolio
0.73%
Total Estimate Gain
$-132,975.00
% of Total Estimate Gain
-24.30%
LKCM Balanced Fund's Fiserv Inc Holding Summary
As of 2025-03-31, LKCM Funds held 2,500.00 shares of Fiserv Inc(FI), totaling $552,080.00. This investment constitutes 0.73% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2025Q1. And since then LKCM Balanced Fund has made 1 purchases of FI, at an average price of $218.93, for a total of 2,500.00 shares. Based on historical transaction data and FI's current price of $165.74, LKCM Balanced Fund's estimated gain on his FI holdings is $-132,975.00, reflecting a -24.30% gain to date.
LKCM Balanced Fund FI ($165.74) Holding Chart
LKCM Balanced Fund FI ($165.74) 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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