M.D. Sass, LLC COF Holdings History

Number of Shares
243,583.00
Current Holdings Value*
$43.67 Mil
% of Portfolio
3.84%
Total Estimate Gain
$18.98 Mil
% of Total Estimate Gain
24.91%

M.D. Sass, LLC's Capital One Financial Corp Holding Summary

As of 2025-03-31, M.D. Sass, LLC held 243,583.00 shares of Capital One Financial Corp(COF), totaling $43.67 Mil. This investment constitutes 3.84% of their stock portfolio, and M.D. Sass, LLC now holds 0.06% of the outstanding Capital One Financial Corp(COF) stock.

The initial trade took place in 2014Q1. And since then M.D. Sass, LLC has made 5 purchases of COF, at an average price of $99.79, for a total of 763,585.00 shares. In addition, there have been 4 sales at an average price of $80.79 for 520,002.00 shares. Based on historical transaction data and COF's current price of $218.28, M.D. Sass, LLC's estimated gain on his COF holdings is $18.98 Mil, reflecting a 24.91% gain to date.

M.D. Sass, LLC COF ($218.28) Holding Chart

M.D. Sass, LLC COF ($218.28) 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