Current Value of Holding

$44.7 Million

Shares

178 Thousand

% of Portfolio

0.51%

Average Buy Price

$18.3

Avg closing price
Price range

29 Chuck Royce IES Holdings Trades

Chuck Royce acquired 178 Thousand IES Holdings shares worth $44.7 Million. That's 0.51% of their equity portfolio (43rd largest holding). The first IES Holdings trade was made in Q2 2016. Since then Chuck Royce bought shares three more times and sold shares on 25 occasions. The stake costed the investor $3.27 Million, netting the investor a gain of 1268% so far.

Avg closing price
Price range
Sold 0.1% shares (-177 shares) Q1 2025
Avg closing price $209.83
Price range $162.26 - $316.26
Sold 39.5% shares (-116 Thousand shares) Q4 2024
Avg closing price $240.10
Price range $196.89 - $309.86
Increased shares by 15.1% (+38.8 Thousand shares) Q3 2024
Avg closing price $162.23
Price range $134.29 - $199.70
Sold 18.4% shares (-57.5 Thousand shares) Q2 2024
Avg closing price $140.58
Price range $115.51 - $182.31
Sold 16.4% shares (-61.6 Thousand shares) Q1 2024
Avg closing price $95.85
Price range $76.84 - $121.64
Sold 9.4% shares (-39 Thousand shares) Q4 2023
Avg closing price $69.75
Price range $60.70 - $85.89
Sold 0.7% shares (-3.1 Thousand shares) Q3 2023
Avg closing price $65.10
Price range $53.34 - $76.13
Sold 10.3% shares (-47.9 Thousand shares) Q2 2023
Avg closing price $47.79
Price range $40.47 - $56.88
Sold 3.5% shares (-16.8 Thousand shares) Q1 2023
Avg closing price $41.03
Price range $35.55 - $45.08
Sold 2.9% shares (-14.4 Thousand shares) Q4 2022
Avg closing price $32.42
Price range $28.28 - $35.96
Sold 5.7% shares (-30 Thousand shares) Q3 2022
Avg closing price $30.89
Price range $25.93 - $34.26
Sold 1.5% shares (-8.27 Thousand shares) Q2 2022
Avg closing price $32.17
Price range $25.27 - $40.55
Sold 12.3% shares (-74.7 Thousand shares) Q1 2022
Avg closing price $45.10
Price range $40.20 - $53.50
Sold 3.5% shares (-21.8 Thousand shares) Q4 2021
Avg closing price $50.09
Price range $45.68 - $55.20
Sold 10.9% shares (-77 Thousand shares) Q2 2021
Avg closing price $51.82
Price range $48.42 - $55.27
Sold 2.0% shares (-14.2 Thousand shares) Q1 2021
Avg closing price $48.11
Price range $43.88 - $52.25
Sold 14.0% shares (-117 Thousand shares) Q4 2020
Avg closing price $39.10
Price range $31.92 - $48.68
Sold 1.3% shares (-11 Thousand shares) Q3 2020
Avg closing price $27.40
Price range $20.25 - $35.23
Increased shares by 1.4% (+11.7 Thousand shares) Q2 2020
Avg closing price $20.91
Price range $16.36 - $24.45
Increased shares by 0.4% (+3.2 Thousand shares) Q1 2020
Avg closing price $23.32
Price range $14.01 - $27.26

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