OPTIMUM SMALL-MID CAP VALUE FUND RS Holdings History
OPTIMUM SMALL-MID CAP VALUE FUND's Reliance Inc Holding Summary
As of 2025-03-31, OPTIMUM FUND TRUST held 33,348.00 shares of Reliance Inc(RS), totaling $9.63 Mil. This investment constitutes 1.54% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.06% of the outstanding Reliance Inc(RS) stock.
The initial trade took place in 2019Q3. And since then OPTIMUM SMALL-MID CAP VALUE FUND has made 2 purchases of RS, at an average price of $219.13, for a total of 54,022.00 shares. In addition, there have been 5 sales at an average price of $272.72 for 20,674.00 shares. Based on historical transaction data and RS's current price of $331.94, OPTIMUM SMALL-MID CAP VALUE FUND's estimated gain on his RS holdings is $4.87 Mil, reflecting a 41.14% gain to date.
OPTIMUM SMALL-MID CAP VALUE FUND RS ($331.94) Holding Chart
OPTIMUM SMALL-MID CAP VALUE FUND RS ($331.94) 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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