Oberweis Small-Cap Value Fund HRTG Holdings History
Oberweis Small-Cap Value Fund's Heritage Insurance Holdings Inc Holding Summary
As of 2020-03-31, OBERWEIS FUNDS held 32,493.00 shares of Heritage Insurance Holdings Inc(HRTG), totaling $348,000.00. This investment constitutes 2.69% of their stock portfolio, and OBERWEIS FUNDS now holds 0.12% of the outstanding Heritage Insurance Holdings Inc(HRTG) stock.
The initial trade took place in 2019Q3. And since then Oberweis Small-Cap Value Fund has made 2 purchases of HRTG, at an average price of $14.27, for a total of 32,493.00 shares. In addition, there have been 1 sales at an average price of $11.69 for 32,493.00 shares. Based on historical transaction data and HRTG's current price of $21.50, Oberweis Small-Cap Value Fund's estimated gain on his HRTG holdings is $-83,726.98, reflecting a -18.06% gain to date.
Oberweis Small-Cap Value Fund HRTG ($21.50) Holding Chart
Oberweis Small-Cap Value Fund HRTG ($21.50) 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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