Sugar Maple Asset Management, LLC USMV Holdings History
Sugar Maple Asset Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Sugar Maple Asset Management, LLC held 46,206.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $4.33 Mil. This investment constitutes 3.41% of their stock portfolio, and Sugar Maple Asset Management, LLC now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2024Q1. And since then Sugar Maple Asset Management, LLC has made 3 purchases of USMV, at an average price of $81.09, for a total of 47,004.00 shares. In addition, there have been 1 sales at an average price of $91.75 for 798.00 shares. Based on historical transaction data and USMV's current price of $92.95, Sugar Maple Asset Management, LLC's estimated gain on his USMV holdings is $556,401.36, reflecting a 14.60% gain to date.
Sugar Maple Asset Management, LLC USMV ($92.95) Holding Chart
Sugar Maple Asset Management, LLC USMV ($92.95) 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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