Quantitative U.S. Small Cap Equity Portfolio EE Holdings History
Disciplined U.S. Small Cap Equity Portfolio's Excelerate Energy Inc Holding Summary
As of 2025-04-30, Disciplined U.S. Small Cap Equity Portfolio held 958.00 shares of Excelerate Energy Inc(EE), totaling $24,510.00. This investment constitutes 1.3% of their stock portfolio, and Disciplined U.S. Small Cap Equity Portfolio now holds 0% of the outstanding Excelerate Energy Inc(EE) stock.
The initial trade took place in 2023Q3. And since then Disciplined U.S. Small Cap Equity Portfolio has made 2 purchases of EE, at an average price of $16.95, for a total of 1,238.00 shares. In addition, there have been 1 sales at an average price of $17.80 for 280.00 shares. Based on historical transaction data and EE's current price of $26.10, Disciplined U.S. Small Cap Equity Portfolio's estimated gain on his EE holdings is $9,001.67, reflecting a 42.90% gain to date.
Disciplined U.S. Small Cap Equity Portfolio EE ($26.10) Holding Chart
Disciplined U.S. Small Cap Equity Portfolio EE ($26.10) 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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