Number of Shares
85,204.00
Current Holdings Value*
$9.81 Mil
% of Portfolio
2.63%
Total Estimate Gain
$4.05 Mil
% of Total Estimate Gain
48.28%

Small-Cap Value Series's Advanced Energy Industries Inc Holding Summary

As of 2025-02-28, LORD ABBETT RESEARCH FUND INC held 85,204.00 shares of Advanced Energy Industries Inc(AEIS), totaling $9.81 Mil. This investment constitutes 2.63% of their stock portfolio, and LORD ABBETT RESEARCH FUND INC now holds 0.23% of the outstanding Advanced Energy Industries Inc(AEIS) stock.

The initial trade took place in 2023Q2. And since then Small-Cap Value Series has made 4 purchases of AEIS, at an average price of $96.05, for a total of 87,285.00 shares. In addition, there have been 3 sales at an average price of $108.26 for 2,081.00 shares. Based on historical transaction data and AEIS's current price of $143.25, Small-Cap Value Series's estimated gain on his AEIS holdings is $4.05 Mil, reflecting a 48.28% gain to date.

Small-Cap Value Series AEIS ($143.25) Holding Chart

Small-Cap Value Series AEIS ($143.25) 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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