Sit Balanced Fund WMB Holdings History

Number of Shares
2,250.00
Current Holdings Value*
$134,460.00
% of Portfolio
0.33%
Total Estimate Gain
$270.00
% of Total Estimate Gain
0.21%

Sit Balanced Fund's Williams Companies Inc Holding Summary

As of 2025-03-31, SIT MUTUAL FUNDS INC held 2,250.00 shares of Williams Companies Inc(WMB), totaling $134,460.00. This investment constitutes 0.33% of their stock portfolio, and SIT MUTUAL FUNDS INC now holds 0% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2025Q1. And since then Sit Balanced Fund has made 1 purchases of WMB, at an average price of $57.24, for a total of 2,250.00 shares. Based on historical transaction data and WMB's current price of $57.36, Sit Balanced Fund's estimated gain on his WMB holdings is $270.00, reflecting a 0.21% gain to date.

Sit Balanced Fund WMB ($57.36) Holding Chart

Sit Balanced Fund WMB ($57.36) 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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