Tax-Managed U.S. Targeted Value Portfolio BG Holdings History
Number of Shares
460,827.00
Current Holdings Value*
$38.90 Mil
% of Portfolio
0.67%
Total Estimate Gain
$10.53 Mil
% of Total Estimate Gain
44.47%
Tax-Managed U.S. Targeted Value Portfolio's Bunge Global SA Holding Summary
As of 2021-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 460,827.00 shares of Bunge Global SA(BG), totaling $38.90 Mil. This investment constitutes 0.67% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.32% of the outstanding Bunge Global SA(BG) stock.
The initial trade took place in 2019Q4. And since then Tax-Managed U.S. Targeted Value Portfolio has made 1 purchases of BG, at an average price of $51.39, for a total of 460,827.00 shares. Based on historical transaction data and BG's current price of $74.24, Tax-Managed U.S. Targeted Value Portfolio's estimated gain on his BG holdings is $10.53 Mil, reflecting a 44.47% gain to date.
Tax-Managed U.S. Targeted Value Portfolio BG ($74.24) Holding Chart
Tax-Managed U.S. Targeted Value Portfolio BG ($74.24) 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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