LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund CMS Holdings History
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund's CMS Energy Corp Holding Summary
As of 2025-03-31, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST held 81,956.00 shares of CMS Energy Corp(CMS), totaling $6.16 Mil. This investment constitutes 1.27% of their stock portfolio, and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST now holds 0.03% of the outstanding CMS Energy Corp(CMS) stock.
The initial trade took place in 2019Q3. And since then LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund has made 9 purchases of CMS, at an average price of $61.02, for a total of 172,362.00 shares. In addition, there have been 10 sales at an average price of $62.54 for 90,406.00 shares. Based on historical transaction data and CMS's current price of $71.85, LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund's estimated gain on his CMS holdings is $1.03 Mil, reflecting a 9.75% gain to date.
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund CMS ($71.85) Holding Chart
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund CMS ($71.85) 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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