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Bill Miller

Miller Value Partners

Bill Miller ProShares UltraPro S&P500 stake

total: 460

Miller Value Partners UPRO trades

Total transactions:
14
New positions:
3
Sold out:
3
Added:
6
Reduced:
2
Held since:
2023 Q1
Held for:
4 quarters
Latest activity:
2024 Q1
According to 2026 Q1 report, Bill Miller doesn't hold any ProShares UltraPro S&P500 (UPRO) shares. To date, the estimated cost basis is nearly $38.57 for "buy" trades and estimated average "sell" price is $54.74. Miller Value Partners first purchased UPRO in 2017 Q2, initially acquiring 4,000 shares. Bill Miller later completely sold out the position and invested in ProShares UltraPro S&P500 again in 2023 Q1. Since the initial investment in ProShares UltraPro S&P500 (UPRO), Miller Value Partners has made 13 more transactions.

When did Bill Miller sell ProShares UltraPro S&P500 (UPRO)?

Bill Miller sold off the entire ProShares UltraPro S&P500 (UPRO) position in 2024 Q1.

When did Bill Miller buy ProShares UltraPro S&P500 (UPRO)?

Bill Miller first invested in ProShares UltraPro S&P500 (UPRO) in 2017 Q2 at the reported quarter-end price of $103.75 per share.

What's the cost basis of Miller Value Partners's UPRO stake?

The estimated cost basis for ProShares UltraPro S&P500 (UPRO) stake is around $38.57 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$38.57
Weighted AVG sell price:
$54.74

Bill Miller's historical trades in ProShares UltraPro S&P500

14 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q1
0.00%
0
$54.74
-100% (-186,950)
-6.08%
2023 Q1
0.45%
186,950
$38.57
$7,210,661
new
+0.45%
2022 Q2
0.00%
0
$63.63
-100% (-153,900)
-0.37%
2022 Q1
0.37%
153,900
$63.63
$9,793,000
+67.65% (+62,100)
+0.15%
2020 Q2
0.18%
$44.36
+148.11% (+54,800)
2020 Q1
0.07%
$27.62
-74.59% (-108,600)
2019 Q1
0.29%
$49.28
new
2018 Q4
0.00%
$57.27
-100% (-314,148)
2018 Q3
0.59%
$57.27
-0.00% (-12)
2018 Q2
0.55%
$46.88
+414.13% (+253,055)
2018 Q1
0.34%
$130.73
+107.84% (+31,705)
2017 Q4
0.18%
$140.14
+68.00% (+11,900)
2017 Q3
0.09%
$116.46
+337.50% (+13,500)
2017 Q2
0.02%
$103.75
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.