LVIP JPMorgan Mid Cap Value Fund CMS Holdings History
LVIP JPMorgan Mid Cap Value Fund's CMS Energy Corp Holding Summary
As of 2025-03-31, LVIP JPMorgan Mid Cap Value Fund held 57,801.00 shares of CMS Energy Corp(CMS), totaling $4.34 Mil. This investment constitutes 1.61% of their stock portfolio, and LVIP JPMorgan Mid Cap Value Fund now holds 0.02% of the outstanding CMS Energy Corp(CMS) stock.
The initial trade took place in 2023Q2. And since then LVIP JPMorgan Mid Cap Value Fund has made 2 purchases of CMS, at an average price of $60.44, for a total of 121,787.00 shares. In addition, there have been 4 sales at an average price of $59.39 for 63,986.00 shares. Based on historical transaction data and CMS's current price of $71.92, LVIP JPMorgan Mid Cap Value Fund's estimated gain on his CMS holdings is $596,632.46, reflecting a 8.11% gain to date.
LVIP JPMorgan Mid Cap Value Fund CMS ($71.92) Holding Chart
LVIP JPMorgan Mid Cap Value Fund CMS ($71.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
