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Edgar Wachenheim III

Greenhaven Associates

Edgar Wachenheim III ProShares Short S&P500 stake

total: 102

Greenhaven Associates SH trades

Total transactions:
3
New positions:
1
Sold out:
1
Added:
1
Held since:
2021 Q1
Held for:
8 quarters
Latest activity:
2023 Q1
According to 2026 Q2 report, Edgar Wachenheim III doesn't hold any ProShares Short S&P500 (SH) shares. To date, the estimated cost basis is nearly $66.45 for "buy" trades and estimated average "sell" price is $64.12. Greenhaven Associates first purchased SH in 2021 Q1, initially acquiring 155,000 shares. Since the initial investment in ProShares Short S&P500 (SH), Greenhaven Associates has made 2 more transactions.

When did Edgar Wachenheim III sell ProShares Short S&P500 (SH)?

Edgar Wachenheim III sold off the entire ProShares Short S&P500 (SH) position in 2023 Q1.

When did Edgar Wachenheim III buy ProShares Short S&P500 (SH)?

Edgar Wachenheim III first invested in ProShares Short S&P500 (SH) in 2021 Q1 at the reported quarter-end price of $67.04 per share.

What's the cost basis of Greenhaven Associates's SH stake?

The estimated cost basis for ProShares Short S&P500 (SH) stake is around $66.45 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$66.45
Weighted AVG sell price:
$64.12

Edgar Wachenheim III's historical trades in ProShares Short S&P500

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q1
0.00%
0
$64.12
-100% (-173,750)
-0.2%
2021 Q2
0.31%
173,750
$61.56
$10,696,000
+12.10% (+18,750)
+0.03%
2021 Q1
0.23%
155,000
$67.04
$10,391,000
new
+0.23%
* 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.