Quantitative U.S. Large Cap Growth Equity Portfolio OKTA Holdings History
Disciplined U.S. Growth Equity Portfolio's Okta Inc Holding Summary
As of 2025-04-30, Disciplined U.S. Growth Equity Portfolio held 320,489.00 shares of Okta Inc(OKTA), totaling $35.95 Mil. This investment constitutes 3.07% of their stock portfolio, and Disciplined U.S. Growth Equity Portfolio now holds 0.18% of the outstanding Okta Inc(OKTA) stock.
The initial trade took place in 2024Q2. And since then Disciplined U.S. Growth Equity Portfolio has made 3 purchases of OKTA, at an average price of $91.93, for a total of 394,671.00 shares. In addition, there have been 2 sales at an average price of $84.43 for 74,182.00 shares. Based on historical transaction data and OKTA's current price of $95.43, Disciplined U.S. Growth Equity Portfolio's estimated gain on his OKTA holdings is $564,622.08, reflecting a 1.56% gain to date.
Disciplined U.S. Growth Equity Portfolio OKTA ($95.43) Holding Chart
Disciplined U.S. Growth Equity Portfolio OKTA ($95.43) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
