SAM Conservative Growth Portfolio USMC Holdings History
SAM Conservative Growth Portfolio's Principal U.S. Mega-Cap ETF Holding Summary
As of 2025-04-30, SAM Conservative Growth Portfolio held 6.66 Mil shares of Principal U.S. Mega-Cap ETF(USMC), totaling $377.83 Mil. This investment constitutes 57.28% of their stock portfolio, and SAM Conservative Growth Portfolio now holds 12.84% of the outstanding Principal U.S. Mega-Cap ETF(USMC) stock.
The initial trade took place in 2019Q4. And since then SAM Conservative Growth Portfolio has made 4 purchases of USMC, at an average price of $29.90, for a total of 15.64 Mil shares. In addition, there have been 10 sales at an average price of $41.25 for 8.98 Mil shares. Based on historical transaction data and USMC's current price of $62.73, SAM Conservative Growth Portfolio's estimated gain on his USMC holdings is $320.56 Mil, reflecting a 68.55% gain to date.
SAM Conservative Growth Portfolio USMC ($62.73) Holding Chart
SAM Conservative Growth Portfolio USMC ($62.73) 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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