Lisanti Small Cap Growth Fund ULS Holdings History
Lisanti Small Cap Growth Fund's UL Solutions Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 6,415.00 shares of UL Solutions Inc(ULS), totaling $361,810.00. This investment constitutes 2.01% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding UL Solutions Inc(ULS) stock.
The initial trade took place in 2024Q2. And since then Lisanti Small Cap Growth Fund has made 3 purchases of ULS, at an average price of $40.37, for a total of 8,655.00 shares. In addition, there have been 1 sales at an average price of $48.68 for 2,240.00 shares. Based on historical transaction data and ULS's current price of $71.41, Lisanti Small Cap Growth Fund's estimated gain on his ULS holdings is $217,714.40, reflecting a 62.31% gain to date.
Lisanti Small Cap Growth Fund ULS ($71.41) Holding Chart
Lisanti Small Cap Growth Fund ULS ($71.41) 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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