TAX MANAGED SMALL CAP PORTFOLIO GPI Holdings History
Number of Shares
6,039.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
1.3%
Total Estimate Gain
$293,190.15
% of Total Estimate Gain
13.58%
TAX MANAGED SMALL CAP PORTFOLIO's Group 1 Automotive Inc Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 6,039.00 shares of Group 1 Automotive Inc(GPI), totaling $2.44 Mil. This investment constitutes 1.3% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.05% of the outstanding Group 1 Automotive Inc(GPI) stock.
The initial trade took place in 2024Q3. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 3 purchases of GPI, at an average price of $357.55, for a total of 6,039.00 shares. Based on historical transaction data and GPI's current price of $406.10, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his GPI holdings is $293,190.15, reflecting a 13.58% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO GPI ($406.10) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO GPI ($406.10) 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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