Number of Shares
28,383.00
Current Holdings Value*
$658,490.00
% of Portfolio
0.35%
Total Estimate Gain
$-1.38 Mil
% of Total Estimate Gain
-44.28%

TAX MANAGED SMALL CAP PORTFOLIO's Ncino Inc Holding Summary

As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 28,383.00 shares of Ncino Inc(NCNO), totaling $658,490.00. This investment constitutes 0.35% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.02% of the outstanding Ncino Inc(NCNO) stock.

The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 3 purchases of NCNO, at an average price of $49.46, for a total of 62,780.00 shares. In addition, there have been 1 sales at an average price of $26.52 for 34,397.00 shares. Based on historical transaction data and NCNO's current price of $28.82, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his NCNO holdings is $-1.38 Mil, reflecting a -44.28% gain to date.

TAX MANAGED SMALL CAP PORTFOLIO NCNO ($28.82) Holding Chart

TAX MANAGED SMALL CAP PORTFOLIO NCNO ($28.82) 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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