Number of Shares
605.00
Current Holdings Value*
$357,260.00
% of Portfolio
3.17%
Total Estimate Gain
$-10,808.80
% of Total Estimate Gain
-2.69%

Saratoga Mid Capitalization Portfolio's MSCI Inc Holding Summary

As of 2025-02-28, Saratoga Mid Capitalization Portfolio held 605.00 shares of MSCI Inc(MSCI), totaling $357,260.00. This investment constitutes 3.17% of their stock portfolio, and Saratoga Mid Capitalization Portfolio now holds 0% of the outstanding MSCI Inc(MSCI) stock.

The initial trade took place in 2023Q2. And since then Saratoga Mid Capitalization Portfolio has made 5 purchases of MSCI, at an average price of $539.71, for a total of 745.00 shares. In addition, there have been 2 sales at an average price of $519.67 for 140.00 shares. Based on historical transaction data and MSCI's current price of $526.48, Saratoga Mid Capitalization Portfolio's estimated gain on his MSCI holdings is $-10,808.80, reflecting a -2.69% gain to date.

Saratoga Mid Capitalization Portfolio MSCI ($526.48) Holding Chart

Saratoga Mid Capitalization Portfolio MSCI ($526.48) 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