Number of Shares
300,694.00
Current Holdings Value*
£1.58 Mil
% of Portfolio
0.81%
Total Estimate Gain
£275,135.01
% of Total Estimate Gain
21.28%

Wasatch Global Opportunities Fund's AJ Bell PLC Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 300,694.00 shares of AJ Bell PLC(LSE:AJB), totaling £1.58 Mil. This investment constitutes 0.81% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.07% of the outstanding AJ Bell PLC(LSE:AJB) stock.

The initial trade took place in 2025Q1. And since then Wasatch Global Opportunities Fund has made 1 purchases of LSE:AJB, at an average price of £4.30, for a total of 300,694.00 shares. Based on historical transaction data and LSE:AJB's current price of £5.22, Wasatch Global Opportunities Fund's estimated gain on his LSE:AJB holdings is £275,135.01, reflecting a 21.28% gain to date.

Wasatch Global Opportunities Fund LSE:AJB (£5.22) Holding Chart

Wasatch Global Opportunities Fund LSE:AJB (£5.22) 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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