Sugar Maple Asset Management, LLC OAKM Holdings History
Sugar Maple Asset Management, LLC's Oakmark U.S. Large Cap ETF Holding Summary
As of 2025-03-31, Sugar Maple Asset Management, LLC held 32,817.00 shares of Oakmark U.S. Large Cap ETF(OAKM), totaling $802,380.00. This investment constitutes 0.63% of their stock portfolio, and Sugar Maple Asset Management, LLC now holds 0.48% of the outstanding Oakmark U.S. Large Cap ETF(OAKM) stock.
The initial trade took place in 2025Q1. And since then Sugar Maple Asset Management, LLC has made 1 purchases of OAKM, at an average price of $24.57, for a total of 32,817.00 shares. Based on historical transaction data and OAKM's current price of $25.88, Sugar Maple Asset Management, LLC's estimated gain on his OAKM holdings is $42,990.27, reflecting a 5.33% gain to date.
Sugar Maple Asset Management, LLC OAKM ($25.88) Holding Chart
Sugar Maple Asset Management, LLC OAKM ($25.88) 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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