Number of Shares
1.38 Mil
Current Holdings Value*
$898,710.00
% of Portfolio
2.44%
Total Estimate Gain
$-193,109.85
% of Total Estimate Gain
-18.85%

Shelton International Select Equity Fund's Old Mutual Ltd Holding Summary

As of 2025-03-31, SCM Trust held 1.38 Mil shares of Old Mutual Ltd(ODMUF), totaling $898,710.00. This investment constitutes 2.44% of their stock portfolio, and SCM Trust now holds 0.03% of the outstanding Old Mutual Ltd(ODMUF) stock.

The initial trade took place in 2024Q4. And since then Shelton International Select Equity Fund has made 1 purchases of ODMUF, at an average price of $0.74, for a total of 1.38 Mil shares. Based on historical transaction data and ODMUF's current price of $0.60, Shelton International Select Equity Fund's estimated gain on his ODMUF holdings is $-193,109.85, reflecting a -18.85% gain to date.

Shelton International Select Equity Fund ODMUF ($0.60) Holding Chart

Shelton International Select Equity Fund ODMUF ($0.60) 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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