Patten Group, Inc. SPY Holdings History

Number of Shares
12,521.00
Current Holdings Value*
$7.00 Mil
% of Portfolio
1.6%
Total Estimate Gain
$8.86 Mil
% of Total Estimate Gain
24.94%

Patten Group, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Patten Group, Inc. held 12,521.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.00 Mil. This investment constitutes 1.6% of their stock portfolio, and Patten Group, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2015Q1. And since then Patten Group, Inc. has made 10 purchases of SPY, at an average price of $326.52, for a total of 108,824.00 shares. In addition, there have been 19 sales at an average price of $380.69 for 96,303.00 shares. Based on historical transaction data and SPY's current price of $617.65, Patten Group, Inc.'s estimated gain on his SPY holdings is $8.86 Mil, reflecting a 24.94% gain to date.

Patten Group, Inc. SPY ($617.65) Holding Chart

Patten Group, Inc. SPY ($617.65) 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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