SA U.S. Value Fund WMB Holdings History

Number of Shares
39,209.00
Current Holdings Value*
$2.34 Mil
% of Portfolio
0.44%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
128.57%

SA U.S. Value Fund's Williams Companies Inc Holding Summary

As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 39,209.00 shares of Williams Companies Inc(WMB), totaling $2.34 Mil. This investment constitutes 0.44% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2020Q1. And since then SA U.S. Value Fund has made 4 purchases of WMB, at an average price of $24.54, for a total of 70,657.00 shares. In addition, there have been 4 sales at an average price of $53.92 for 31,448.00 shares. Based on historical transaction data and WMB's current price of $57.85, SA U.S. Value Fund's estimated gain on his WMB holdings is $2.23 Mil, reflecting a 128.57% gain to date.

SA U.S. Value Fund WMB ($57.85) Holding Chart

SA U.S. Value Fund WMB ($57.85) 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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