Number of Shares
1,429.00
Current Holdings Value*
$126,300.00
% of Portfolio
0.58%
Total Estimate Gain
$248,468.88
% of Total Estimate Gain
133.44%

Small Company Value Portfolio's United States Lime & Minerals Inc Holding Summary

As of 2025-03-31, Small Company Value Portfolio held 1,429.00 shares of United States Lime & Minerals Inc(USLM), totaling $126,300.00. This investment constitutes 0.58% of their stock portfolio, and Small Company Value Portfolio now holds 0% of the outstanding United States Lime & Minerals Inc(USLM) stock.

The initial trade took place in 2022Q3. And since then Small Company Value Portfolio has made 6 purchases of USLM, at an average price of $43.08, for a total of 4,322.00 shares. In addition, there have been 4 sales at an average price of $101.52 for 2,893.00 shares. Based on historical transaction data and USLM's current price of $98.66, Small Company Value Portfolio's estimated gain on his USLM holdings is $248,468.88, reflecting a 133.44% gain to date.

Small Company Value Portfolio USLM ($98.66) Holding Chart

Small Company Value Portfolio USLM ($98.66) 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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