LKCM Small-Mid Cap Equity Fund FSV Holdings History
LKCM Small-Mid Cap Equity Fund's FirstService Corp Holding Summary
As of 2025-03-31, LKCM Funds held 5,504.00 shares of FirstService Corp(FSV), totaling $913,390.00. This investment constitutes 2.6% of their stock portfolio, and LKCM Funds now holds 0.01% of the outstanding FirstService Corp(FSV) stock.
The initial trade took place in 2020Q1. And since then LKCM Small-Mid Cap Equity Fund has made 7 purchases of FSV, at an average price of $141.20, for a total of 6,084.00 shares. In addition, there have been 1 sales at an average price of $134.71 for 580.00 shares. Based on historical transaction data and FSV's current price of $175.77, LKCM Small-Mid Cap Equity Fund's estimated gain on his FSV holdings is $186,515.01, reflecting a 21.71% gain to date.
LKCM Small-Mid Cap Equity Fund FSV ($175.77) Holding Chart
LKCM Small-Mid Cap Equity Fund FSV ($175.77) 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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