OSTERWEIS CAPITAL MANAGEMENT INC VITL Holdings History
Number of Shares
377,595.00
Current Holdings Value*
$11.51 Mil
% of Portfolio
0.76%
Total Estimate Gain
$490,873.50
% of Total Estimate Gain
3.61%
OSTERWEIS CAPITAL MANAGEMENT INC's Vital Farms Inc Holding Summary
As of 2025-03-31, OSTERWEIS CAPITAL MANAGEMENT INC held 377,595.00 shares of Vital Farms Inc(VITL), totaling $11.51 Mil. This investment constitutes 0.76% of their stock portfolio, and OSTERWEIS CAPITAL MANAGEMENT INC now holds 0.85% of the outstanding Vital Farms Inc(VITL) stock.
The initial trade took place in 2025Q1. And since then OSTERWEIS CAPITAL MANAGEMENT INC has made 1 purchases of VITL, at an average price of $35.97, for a total of 377,595.00 shares. Based on historical transaction data and VITL's current price of $37.27, OSTERWEIS CAPITAL MANAGEMENT INC's estimated gain on his VITL holdings is $490,873.50, reflecting a 3.61% gain to date.
OSTERWEIS CAPITAL MANAGEMENT INC VITL ($37.27) Holding Chart
OSTERWEIS CAPITAL MANAGEMENT INC VITL ($37.27) 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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