Number of Shares
150,310.00
Current Holdings Value*
$5.05 Mil
% of Portfolio
1.27%
Total Estimate Gain
$-1.77 Mil
% of Total Estimate Gain
-22.44%

Small-Cap Growth Portfolio's Ncino Inc Holding Summary

As of 2024-12-31, Small-Cap Growth Portfolio held 150,310.00 shares of Ncino Inc(NCNO), totaling $5.05 Mil. This investment constitutes 1.27% of their stock portfolio, and Small-Cap Growth Portfolio now holds 0.13% of the outstanding Ncino Inc(NCNO) stock.

The initial trade took place in 2022Q1. And since then Small-Cap Growth Portfolio has made 5 purchases of NCNO, at an average price of $38.00, for a total of 206,990.00 shares. In addition, there have been 1 sales at an average price of $25.45 for 56,680.00 shares. Based on historical transaction data and NCNO's current price of $30.99, Small-Cap Growth Portfolio's estimated gain on his NCNO holdings is $-1.77 Mil, reflecting a -22.44% gain to date.

Small-Cap Growth Portfolio NCNO ($30.99) Holding Chart

Small-Cap Growth Portfolio NCNO ($30.99) 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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