Oakmark Intl Small Cap XSWX:BAER Holdings History
Oakmark Intl Small Cap's Julius Baer Gruppe AG Holding Summary
As of 2025-03-31, HARRIS ASSOCIATES INVESTMENT TRUST held 510,084.00 shares of Julius Baer Gruppe AG(XSWX:BAER), totaling CHF35.36 Mil. This investment constitutes 2.99% of their stock portfolio, and HARRIS ASSOCIATES INVESTMENT TRUST now holds 0.25% of the outstanding Julius Baer Gruppe AG(XSWX:BAER) stock.
The initial trade took place in 2009Q4. And since then Oakmark Intl Small Cap has made 32 purchases of XSWX:BAER, at an average price of CHF41.26, for a total of 4.16 Mil shares. In addition, there have been 25 sales at an average price of CHF50.46 for 3.65 Mil shares. Based on historical transaction data and XSWX:BAER's current price of CHF54.62, Oakmark Intl Small Cap's estimated gain on his XSWX:BAER holdings is CHF40.40 Mil, reflecting a 23.55% gain to date.
Oakmark Intl Small Cap XSWX:BAER (CHF54.62) Holding Chart
Oakmark Intl Small Cap XSWX:BAER (CHF54.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price CHF-/Share | ||
| Shares Sold | 0 | Average Price CHF-/Share | ||
| Current Price CHF0.00 | Total Estimated Gain 0 % | |||
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