Number of Shares
6,833.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
5.57%
Total Estimate Gain
$177,999.65
% of Total Estimate Gain
19.29%

Saratoga Large Capitalization Value Portfolio's Welltower Inc Holding Summary

As of 2025-02-28, Saratoga Large Capitalization Value Portfolio held 6,833.00 shares of Welltower Inc(WELL), totaling $1.05 Mil. This investment constitutes 5.57% of their stock portfolio, and Saratoga Large Capitalization Value Portfolio now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2025Q1. And since then Saratoga Large Capitalization Value Portfolio has made 1 purchases of WELL, at an average price of $135.04, for a total of 6,833.00 shares. Based on historical transaction data and WELL's current price of $161.09, Saratoga Large Capitalization Value Portfolio's estimated gain on his WELL holdings is $177,999.65, reflecting a 19.29% gain to date.

Saratoga Large Capitalization Value Portfolio WELL ($161.09) Holding Chart

Saratoga Large Capitalization Value Portfolio WELL ($161.09) 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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