Current Value of Holding

$108M

Shares

149k

% of Portfolio

0.95%

Average Buy Price

$19

Avg closing price
Price range

33 Chuck Royce IES Holdings Trades

Chuck Royce acquired 149k IES Holdings shares worth $108M. That's 0.95% of their equity portfolio (5th largest holding). The first IES Holdings trade was made in Q2 2016. Since then Chuck Royce bought shares four more times and sold shares on 28 occasions. The stake costed the investor $2.83M, netting the investor a gain of 3710% so far.

Avg closing price
Price range
Sold 13.0% shares (-22.3k shares) Q1 2026
Avg closing price $464.56
Price range $373.63 - $519.67
Sold 2.9% shares (-5.09k shares) Q4 2025
Avg closing price $402.22
Price range $357.94 - $477.47
Sold 3.2% shares (-5.82k shares) Q3 2025
Avg closing price $343.64
Price range $289.30 - $397.65
Increased shares by 2.3% (+4.03k shares) Q2 2025
Avg closing price $235.57
Price range $160.58 - $296.23
Sold 0.1% shares (-177 shares) Q1 2025
Avg closing price $209.83
Price range $162.26 - $316.26
Sold 39.5% shares (-116k shares) Q4 2024
Avg closing price $240.10
Price range $196.89 - $309.86
Increased shares by 15.1% (+38.8k shares) Q3 2024
Avg closing price $162.23
Price range $134.29 - $199.70
Sold 18.4% shares (-57.5k shares) Q2 2024
Avg closing price $140.58
Price range $115.51 - $182.31
Sold 16.4% shares (-61.6k shares) Q1 2024
Avg closing price $95.85
Price range $76.84 - $121.64
Sold 9.4% shares (-39k shares) Q4 2023
Avg closing price $69.75
Price range $60.70 - $85.89
Sold 0.7% shares (-3.1k shares) Q3 2023
Avg closing price $65.10
Price range $53.34 - $76.13
Sold 10.3% shares (-47.9k shares) Q2 2023
Avg closing price $47.79
Price range $40.47 - $56.88
Sold 3.5% shares (-16.8k shares) Q1 2023
Avg closing price $41.03
Price range $35.55 - $45.08
Sold 2.9% shares (-14.4k shares) Q4 2022
Avg closing price $32.42
Price range $28.28 - $35.96
Sold 5.7% shares (-30k shares) Q3 2022
Avg closing price $30.89
Price range $25.93 - $34.26
Sold 1.5% shares (-8.27k shares) Q2 2022
Avg closing price $32.17
Price range $25.27 - $40.55
Sold 12.3% shares (-74.7k shares) Q1 2022
Avg closing price $45.10
Price range $40.20 - $53.50
Sold 3.5% shares (-21.8k shares) Q4 2021
Avg closing price $50.09
Price range $45.68 - $55.20
Sold 10.9% shares (-77k shares) Q2 2021
Avg closing price $51.82
Price range $48.42 - $55.27
Sold 2.0% shares (-14.2k shares) Q1 2021
Avg closing price $48.11
Price range $43.88 - $52.25

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