Lisanti Small Cap Growth Fund BTSG Holdings History
Lisanti Small Cap Growth Fund's BrightSpring Health Services Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 23,500.00 shares of BrightSpring Health Services Inc(BTSG), totaling $425,120.00. This investment constitutes 2.37% of their stock portfolio, and FORUM FUNDS now holds 0.01% of the outstanding BrightSpring Health Services Inc(BTSG) stock.
The initial trade took place in 2024Q3. And since then Lisanti Small Cap Growth Fund has made 2 purchases of BTSG, at an average price of $12.84, for a total of 25,895.00 shares. In addition, there have been 1 sales at an average price of $19.63 for 2,395.00 shares. Based on historical transaction data and BTSG's current price of $20.31, Lisanti Small Cap Growth Fund's estimated gain on his BTSG holdings is $191,842.50, reflecting a 57.70% gain to date.
Lisanti Small Cap Growth Fund BTSG ($20.31) Holding Chart
Lisanti Small Cap Growth Fund BTSG ($20.31) 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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