Number of Shares
32,969.00
Current Holdings Value*
$8.73 Mil
% of Portfolio
1.84%
Total Estimate Gain
$6.56 Mil
% of Total Estimate Gain
14.78%

Disciplined U.S. Equity Portfolio's F5 Inc Holding Summary

As of 2025-04-30, Disciplined U.S. Equity Portfolio held 32,969.00 shares of F5 Inc(FFIV), totaling $8.73 Mil. This investment constitutes 1.84% of their stock portfolio, and Disciplined U.S. Equity Portfolio now holds 0.06% of the outstanding F5 Inc(FFIV) stock.

The initial trade took place in 2019Q4. And since then Disciplined U.S. Equity Portfolio has made 2 purchases of FFIV, at an average price of $142.79, for a total of 310,694.00 shares. In addition, there have been 3 sales at an average price of $147.48 for 277,725.00 shares. Based on historical transaction data and FFIV's current price of $302.17, Disciplined U.S. Equity Portfolio's estimated gain on his FFIV holdings is $6.56 Mil, reflecting a 14.78% gain to date.

Disciplined U.S. Equity Portfolio FFIV ($302.17) Holding Chart

Disciplined U.S. Equity Portfolio FFIV ($302.17) 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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