McCutchen Group LLC USRT Holdings History

Number of Shares
744,472.00
Current Holdings Value*
$35.36 Mil
% of Portfolio
7.62%
Total Estimate Gain
$5.98 Mil
% of Total Estimate Gain
14.96%

McCutchen Group LLC's iShares Core U.S. REIT ETF Holding Summary

As of 2022-09-30, McCutchen Group LLC held 744,472.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $35.36 Mil. This investment constitutes 7.62% of their stock portfolio, and McCutchen Group LLC now holds 1.95% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.

The initial trade took place in 2018Q4. And since then McCutchen Group LLC has made 13 purchases of USRT, at an average price of $49.83, for a total of 803,153.00 shares. In addition, there have been 3 sales at an average price of $58.18 for 58,681.00 shares. Based on historical transaction data and USRT's current price of $57.21, McCutchen Group LLC's estimated gain on his USRT holdings is $5.98 Mil, reflecting a 14.96% gain to date.

McCutchen Group LLC USRT ($57.21) Holding Chart

McCutchen Group LLC USRT ($57.21) 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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