Number of Shares
79,141.00
Current Holdings Value*
$3.35 Mil
% of Portfolio
2.2%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
54.93%

Sebold Capital Management, Inc.'s Davis Select U.S. Equity ETF Holding Summary

As of 2025-03-31, Sebold Capital Management, Inc. held 79,141.00 shares of Davis Select U.S. Equity ETF(DUSA), totaling $3.35 Mil. This investment constitutes 2.2% of their stock portfolio, and Sebold Capital Management, Inc. now holds 0.51% of the outstanding Davis Select U.S. Equity ETF(DUSA) stock.

The initial trade took place in 2022Q4. And since then Sebold Capital Management, Inc. has made 3 purchases of DUSA, at an average price of $28.67, for a total of 110,737.00 shares. In addition, there have been 5 sales at an average price of $39.60 for 31,596.00 shares. Based on historical transaction data and DUSA's current price of $46.33, Sebold Capital Management, Inc.'s estimated gain on his DUSA holdings is $1.74 Mil, reflecting a 54.93% gain to date.

Sebold Capital Management, Inc. DUSA ($46.33) Holding Chart

Sebold Capital Management, Inc. DUSA ($46.33) 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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