Number of Shares
11,000.00
Current Holdings Value*
$1.03 Mil
% of Portfolio
3.3%
Total Estimate Gain
$-22,885.00
% of Total Estimate Gain
-1.63%

Monongahela All Cap Value Fund's Revvity Inc Holding Summary

As of 2025-04-30, FORUM FUNDS held 11,000.00 shares of Revvity Inc(RVTY), totaling $1.03 Mil. This investment constitutes 3.3% of their stock portfolio, and FORUM FUNDS now holds 0.01% of the outstanding Revvity Inc(RVTY) stock.

The initial trade took place in 2020Q2. And since then Monongahela All Cap Value Fund has made 8 purchases of RVTY, at an average price of $104.23, for a total of 13,500.00 shares. In addition, there have been 2 sales at an average price of $133.15 for 2,500.00 shares. Based on historical transaction data and RVTY's current price of $95.58, Monongahela All Cap Value Fund's estimated gain on his RVTY holdings is $-22,885.00, reflecting a -1.63% gain to date.

Monongahela All Cap Value Fund RVTY ($95.58) Holding Chart

Monongahela All Cap Value Fund RVTY ($95.58) 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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