Number of Shares
53,803.00
Current Holdings Value*
$2.06 Mil
% of Portfolio
1.43%
Total Estimate Gain
$-423,506.81
% of Total Estimate Gain
-15.03%

Disciplined Equity Management, Inc.'s AllianceBernstein Holding LP Holding Summary

As of 2025-03-31, Disciplined Equity Management, Inc. held 53,803.00 shares of AllianceBernstein Holding LP(AB), totaling $2.06 Mil. This investment constitutes 1.43% of their stock portfolio, and Disciplined Equity Management, Inc. now holds 0.05% of the outstanding AllianceBernstein Holding LP(AB) stock.

The initial trade took place in 2021Q4. And since then Disciplined Equity Management, Inc. has made 8 purchases of AB, at an average price of $47.94, for a total of 58,773.00 shares. In addition, there have been 4 sales at an average price of $37.08 for 4,970.00 shares. Based on historical transaction data and AB's current price of $41.08, Disciplined Equity Management, Inc.'s estimated gain on his AB holdings is $-423,506.81, reflecting a -15.03% gain to date.

Disciplined Equity Management, Inc. AB ($41.08) Holding Chart

Disciplined Equity Management, Inc. AB ($41.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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