Upright Growth Fund SIMO Holdings History
Number of Shares
13,000.00
Current Holdings Value*
$702,650.00
% of Portfolio
3.24%
Total Estimate Gain
$154,440.00
% of Total Estimate Gain
19.37%
Upright Growth Fund's Silicon Motion Technology Corp Holding Summary
As of 2024-12-31, UPRIGHT INVESTMENTS TRUST held 13,000.00 shares of Silicon Motion Technology Corp(SIMO), totaling $702,650.00. This investment constitutes 3.24% of their stock portfolio, and UPRIGHT INVESTMENTS TRUST now holds 0.04% of the outstanding Silicon Motion Technology Corp(SIMO) stock.
The initial trade took place in 2022Q4. And since then Upright Growth Fund has made 1 purchases of SIMO, at an average price of $61.32, for a total of 13,000.00 shares. Based on historical transaction data and SIMO's current price of $73.20, Upright Growth Fund's estimated gain on his SIMO holdings is $154,440.00, reflecting a 19.37% gain to date.
Upright Growth Fund SIMO ($73.20) Holding Chart
Upright Growth Fund SIMO ($73.20) 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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