MAI Managed Volatility Fund HD Holdings History
Number of Shares
10,011.00
Current Holdings Value*
$3.69 Mil
% of Portfolio
3.02%
Total Estimate Gain
$1.66 Mil
% of Total Estimate Gain
79.01%
MAI Managed Volatility Fund's The Home Depot Inc Holding Summary
As of 2025-05-31, FORUM FUNDS held 10,011.00 shares of The Home Depot Inc(HD), totaling $3.69 Mil. This investment constitutes 3.02% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding The Home Depot Inc(HD) stock.
The initial trade took place in 2020Q2. Based on historical transaction data and HD's current price of $376.27, MAI Managed Volatility Fund's estimated gain on his HD holdings is $1.66 Mil, reflecting a 79.01% gain to date.
MAI Managed Volatility Fund HD ($376.27) Holding Chart
MAI Managed Volatility Fund HD ($376.27) 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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