Undiscovered Managers Behavioral Value Fund SR Holdings History
Undiscovered Managers Behavioral Value Fund's Spire Inc Holding Summary
As of 2025-03-31, UNDISCOVERED MANAGERS FUNDS held 2.10 Mil shares of Spire Inc(SR), totaling $164.32 Mil. This investment constitutes 1.74% of their stock portfolio, and UNDISCOVERED MANAGERS FUNDS now holds 3.56% of the outstanding Spire Inc(SR) stock.
The initial trade took place in 2022Q1. And since then Undiscovered Managers Behavioral Value Fund has made 7 purchases of SR, at an average price of $62.30, for a total of 3.82 Mil shares. In addition, there have been 5 sales at an average price of $69.29 for 1.72 Mil shares. Based on historical transaction data and SR's current price of $75.41, Undiscovered Managers Behavioral Value Fund's estimated gain on his SR holdings is $39.55 Mil, reflecting a 16.63% gain to date.
Undiscovered Managers Behavioral Value Fund SR ($75.41) Holding Chart
Undiscovered Managers Behavioral Value Fund SR ($75.41) 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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