Number of Shares
27,248.00
Current Holdings Value*
$1.09 Mil
% of Portfolio
3.43%
Total Estimate Gain
$390,298.94
% of Total Estimate Gain
41.40%

Sterling Capital Mid Cap Relative Value Fund's NiSource Inc Holding Summary

As of 2025-03-31, Sterling Capital Mid Cap Relative Value Fund held 27,248.00 shares of NiSource Inc(NI), totaling $1.09 Mil. This investment constitutes 3.43% of their stock portfolio, and Sterling Capital Mid Cap Relative Value Fund now holds 0.01% of the outstanding NiSource Inc(NI) stock.

The initial trade took place in 2023Q3. And since then Sterling Capital Mid Cap Relative Value Fund has made 2 purchases of NI, at an average price of $26.80, for a total of 35,180.00 shares. In addition, there have been 4 sales at an average price of $34.08 for 7,932.00 shares. Based on historical transaction data and NI's current price of $39.00, Sterling Capital Mid Cap Relative Value Fund's estimated gain on his NI holdings is $390,298.94, reflecting a 41.40% gain to date.

Sterling Capital Mid Cap Relative Value Fund NI ($39.00) Holding Chart

Sterling Capital Mid Cap Relative Value Fund NI ($39.00) 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 %

Top Ranked Articles

  • 1