Current Value of Holding

$103M

Shares

298k

% of Portfolio

0.91%

Average Buy Price

$9.51

Avg closing price
Price range

33 Chuck Royce IES Holdings Trades

Chuck Royce acquired 298k IES Holdings shares worth $103M. That's 0.91% of their equity portfolio (6th 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 3536% so far.

Avg closing price
Price range
Sold 13.0% shares (-44.6k shares) Q1 2026
Avg closing price $229.30
Price range $186.82 - $259.83
Sold 2.9% shares (-10.2k shares) Q4 2025
Avg closing price $200.97
Price range $178.97 - $238.89
Sold 3.2% shares (-11.6k shares) Q3 2025
Avg closing price $172.08
Price range $144.65 - $198.83
Increased shares by 2.3% (+8.05k shares) Q2 2025
Avg closing price $117.84
Price range $80.29 - $148.12
Sold 0.1% shares (-354 shares) Q1 2025
Avg closing price $104.29
Price range $81.13 - $158.13
Sold 39.5% shares (-233k shares) Q4 2024
Avg closing price $120.21
Price range $98.45 - $154.93
Increased shares by 15.1% (+77.6k shares) Q3 2024
Avg closing price $81.07
Price range $67.15 - $99.85
Sold 18.4% shares (-115k shares) Q2 2024
Avg closing price $70.29
Price range $57.76 - $91.16
Sold 16.4% shares (-123k shares) Q1 2024
Avg closing price $47.93
Price range $38.42 - $60.82
Sold 9.4% shares (-78k shares) Q4 2023
Avg closing price $34.88
Price range $30.35 - $42.95
Sold 0.7% shares (-6.2k shares) Q3 2023
Avg closing price $32.55
Price range $26.67 - $38.07
Sold 10.3% shares (-95.7k shares) Q2 2023
Avg closing price $23.90
Price range $20.24 - $28.44
Sold 3.5% shares (-33.6k shares) Q1 2023
Avg closing price $20.52
Price range $17.77 - $22.54
Sold 2.9% shares (-28.9k shares) Q4 2022
Avg closing price $16.21
Price range $14.14 - $17.98
Sold 5.7% shares (-60k shares) Q3 2022
Avg closing price $15.45
Price range $12.97 - $17.13
Sold 1.5% shares (-16.5k shares) Q2 2022
Avg closing price $16.09
Price range $12.64 - $20.27
Sold 12.3% shares (-149k shares) Q1 2022
Avg closing price $22.55
Price range $20.10 - $26.75
Sold 3.5% shares (-43.6k shares) Q4 2021
Avg closing price $25.05
Price range $22.84 - $27.60
Sold 10.9% shares (-154k shares) Q2 2021
Avg closing price $25.91
Price range $24.21 - $27.64
Sold 2.0% shares (-28.4k shares) Q1 2021
Avg closing price $24.06
Price range $21.94 - $26.13

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