Number of Shares
10,782.00
Current Holdings Value*
$1.61 Mil
% of Portfolio
4.09%
Total Estimate Gain
$5.27 Mil
% of Total Estimate Gain
371.33%

Walthausen Small Cap Value Fund's Comfort Systems USA Inc Holding Summary

As of 2023-04-30, Walthausen Funds held 10,782.00 shares of Comfort Systems USA Inc(FIX), totaling $1.61 Mil. This investment constitutes 4.09% of their stock portfolio, and Walthausen Funds now holds 0.03% of the outstanding Comfort Systems USA Inc(FIX) stock.

The initial trade took place in 2021Q4. And since then Walthausen Small Cap Value Fund has made 3 purchases of FIX, at an average price of $81.14, for a total of 17,480.00 shares. In addition, there have been 3 sales at an average price of $105.91 for 6,698.00 shares. Based on historical transaction data and FIX's current price of $554.18, Walthausen Small Cap Value Fund's estimated gain on his FIX holdings is $5.27 Mil, reflecting a 371.33% gain to date.

Walthausen Small Cap Value Fund FIX ($554.18) Holding Chart

Walthausen Small Cap Value Fund FIX ($554.18) 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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