Current Value of Holding

$81.1 Million

Shares

2.08 Million

% of Portfolio

0.12%

Average Buy Price

$38.1

Avg closing price
Price range

29 Jim Simons Fortis Trades

Jim Simons acquired 2.08 Million Fortis shares worth $81.1 Million. That's 0.12% of their equity portfolio (177th largest holding). The first Fortis trade was made in Q4 2016. Since then Jim Simons bought shares sixteen more times and sold shares on twelve occasions. The stake costed the investor $79.2 Million, netting the investor a gain of 2.4% so far.

Avg closing price
Price range
Sold 3.2% shares (-68.2 Thousand shares) Q4 2023
Avg closing price $40.31
Price range $36.93 - $41.65
Sold 8.6% shares (-202 Thousand shares) Q3 2023
Avg closing price $40.84
Price range $37.99 - $43.63
Sold 9.0% shares (-231 Thousand shares) Q2 2023
Avg closing price $43.57
Price range $41.78 - $45.87
Sold 5.0% shares (-136 Thousand shares) Q1 2023
Avg closing price $40.92
Price range $38.53 - $42.67
Sold 23.5% shares (-832 Thousand shares) Q4 2022
Avg closing price $39.19
Price range $35.44 - $41.16
Sold 1.4% shares (-49.6 Thousand shares) Q3 2022
Avg closing price $45.23
Price range $37.99 - $48.12
Sold 2.1% shares (-78.8 Thousand shares) Q2 2022
Avg closing price $49.04
Price range $44.50 - $51.61
Increased shares by 6.4% (+221 Thousand shares) Q1 2022
Avg closing price $46.91
Price range $44.72 - $49.50
Sold 7.0% shares (-262 Thousand shares) Q4 2021
Avg closing price $45.26
Price range $43.26 - $48.27
Increased shares by 1.8% (+64.2 Thousand shares) Q3 2021
Avg closing price $45.28
Price range $44.08 - $46.76
Sold 1.7% shares (-63.5 Thousand shares) Q2 2021
Avg closing price $45.06
Price range $43.40 - $46.74
Sold 13.1% shares (-560 Thousand shares) Q1 2021
Avg closing price $40.98
Price range $38.50 - $43.78
Sold 11.0% shares (-529 Thousand shares) Q4 2020
Avg closing price $41.06
Price range $39.50 - $42.13
Sold 11.2% shares (-604 Thousand shares) Q3 2020
Avg closing price $39.93
Price range $37.72 - $41.01
Increased shares by 12.0% (+580 Thousand shares) Q2 2020
Avg closing price $38.14
Price range $35.91 - $40.30
Increased shares by 11.4% (+495 Thousand shares) Q1 2020
Avg closing price $40.98
Price range $29.08 - $44.30
Increased shares by 12.1% (+466 Thousand shares) Q4 2019
Avg closing price $40.90
Price range $39.03 - $42.60
Increased shares by 29.1% (+872 Thousand shares) Q3 2019
Avg closing price $40.79
Price range $39.38 - $42.63
Increased shares by 40.5% (+864 Thousand shares) Q2 2019
Avg closing price $37.81
Price range $36.62 - $40.00
Increased shares by 27.4% (+459 Thousand shares) Q1 2019
Avg closing price $35.50
Price range $33.04 - $37.25

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