Number of Shares
2.10 Mil
Current Holdings Value*
$164.32 Mil
% of Portfolio
1.74%
Total Estimate Gain
$39.55 Mil
% of Total Estimate Gain
16.63%

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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