Number of Shares
166,315.00
Current Holdings Value*
$7.04 Mil
% of Portfolio
2.56%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
22.24%

Lunt Capital Management, Inc.'s Davis Select U.S. Equity ETF Holding Summary

As of 2025-03-31, Lunt Capital Management, Inc. held 166,315.00 shares of Davis Select U.S. Equity ETF(DUSA), totaling $7.04 Mil. This investment constitutes 2.56% of their stock portfolio, and Lunt Capital Management, Inc. now holds 1.06% of the outstanding Davis Select U.S. Equity ETF(DUSA) stock.

The initial trade took place in 2023Q2. And since then Lunt Capital Management, Inc. has made 6 purchases of DUSA, at an average price of $35.79, for a total of 201,366.00 shares. In addition, there have been 1 sales at an average price of $33.03 for 35,051.00 shares. Based on historical transaction data and DUSA's current price of $46.01, Lunt Capital Management, Inc.'s estimated gain on his DUSA holdings is $1.60 Mil, reflecting a 22.24% gain to date.

Lunt Capital Management, Inc. DUSA ($46.01) Holding Chart

Lunt Capital Management, Inc. DUSA ($46.01) 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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