Number of Shares
5,655.00
Current Holdings Value*
$18,660.00
% of Portfolio
0.99%
Total Estimate Gain
$13,091.32
% of Total Estimate Gain
69.52%

Disciplined U.S. Small Cap Equity Portfolio's Terns Pharmaceuticals Inc Holding Summary

As of 2025-04-30, Disciplined U.S. Small Cap Equity Portfolio held 5,655.00 shares of Terns Pharmaceuticals Inc(TERN), totaling $18,660.00. This investment constitutes 0.99% of their stock portfolio, and Disciplined U.S. Small Cap Equity Portfolio now holds 0.01% of the outstanding Terns Pharmaceuticals Inc(TERN) stock.

The initial trade took place in 2025Q2. And since then Disciplined U.S. Small Cap Equity Portfolio has made 1 purchases of TERN, at an average price of $3.33, for a total of 5,655.00 shares. Based on historical transaction data and TERN's current price of $5.65, Disciplined U.S. Small Cap Equity Portfolio's estimated gain on his TERN holdings is $13,091.32, reflecting a 69.52% gain to date.

Disciplined U.S. Small Cap Equity Portfolio TERN ($5.65) Holding Chart

Disciplined U.S. Small Cap Equity Portfolio TERN ($5.65) 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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