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Ronald Muhlenkamp

Muhlenkamp & Co

Ronald Muhlenkamp Direxion Daily S&P 500 Bear 1X Shares stake

total: 197

Muhlenkamp & Co SPDN trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2022 Q3
Held for:
1 quarter
Latest activity:
2022 Q4
According to 2026 Q2 report, Ronald Muhlenkamp doesn't hold any Direxion Daily S&P 500 Bear 1X Shares (SPDN) shares. To date, the estimated cost basis is nearly $17.88 for "buy" trades and estimated average "sell" price is $17.88. Muhlenkamp & Co first purchased SPDN in 2022 Q3, initially acquiring 652,921 shares. Since the initial investment in Direxion Daily S&P 500 Bear 1X Shares (SPDN), Muhlenkamp & Co has made 1 more transaction.

When did Ronald Muhlenkamp sell Direxion Daily S&P 500 Bear 1X Shares (SPDN)?

Ronald Muhlenkamp sold off the entire Direxion Daily S&P 500 Bear 1X Shares (SPDN) position in 2022 Q4.

When did Ronald Muhlenkamp buy Direxion Daily S&P 500 Bear 1X Shares (SPDN)?

Ronald Muhlenkamp first invested in Direxion Daily S&P 500 Bear 1X Shares (SPDN) in 2022 Q3 at the reported quarter-end price of $17.88 per share.

What's the cost basis of Muhlenkamp & Co's SPDN stake?

The estimated cost basis for Direxion Daily S&P 500 Bear 1X Shares (SPDN) stake is around $17.88 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$17.88
Weighted AVG sell price:
$17.88

Ronald Muhlenkamp's historical trades in Direxion Daily S&P 500 Bear 1X Shares

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q4
0.00%
0
$17.88
-100% (-652,921)
-5.21%
2022 Q3
5.21%
652,921
$17.88
$11,674,000
new
+5.21%
* 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.