Number of Shares
443,544.00
Current Holdings Value*
$20.88 Mil
% of Portfolio
4.8%
Total Estimate Gain
$94,968.51
% of Total Estimate Gain
0.46%

Newman Dignan & Sheerar, Inc.'s VICTORY PTF II Holding Summary

As of 2025-06-30, Newman Dignan & Sheerar, Inc. held 443,544.00 shares of VICTORY PTF II(UITB), totaling $20.88 Mil. This investment constitutes 4.8% of their stock portfolio, and Newman Dignan & Sheerar, Inc. now holds 0.89% of the outstanding VICTORY PTF II(UITB) stock.

The initial trade took place in 2024Q1. And since then Newman Dignan & Sheerar, Inc. has made 6 purchases of UITB, at an average price of $46.33, for a total of 443,544.00 shares. Based on historical transaction data and UITB's current price of $46.55, Newman Dignan & Sheerar, Inc.'s estimated gain on his UITB holdings is $94,968.51, reflecting a 0.46% gain to date.

Newman Dignan & Sheerar, Inc. UITB ($46.55) Holding Chart

Newman Dignan & Sheerar, Inc. UITB ($46.55) 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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