Richard Bernstein Advisors LLC XLE Holdings History
Richard Bernstein Advisors LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Richard Bernstein Advisors LLC held 1,960.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $183,170.00. This investment constitutes 0% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2018Q2. And since then Richard Bernstein Advisors LLC has made 16 purchases of XLE, at an average price of $58.42, for a total of 3.19 Mil shares. In addition, there have been 10 sales at an average price of $76.42 for 3.19 Mil shares. Based on historical transaction data and XLE's current price of $85.47, Richard Bernstein Advisors LLC's estimated gain on his XLE holdings is $57.46 Mil, reflecting a 30.83% gain to date.
Richard Bernstein Advisors LLC XLE ($85.47) Holding Chart
Richard Bernstein Advisors LLC XLE ($85.47) 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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