Number of Shares
857,372.00
Current Holdings Value*
$132.58 Mil
% of Portfolio
2.34%
Total Estimate Gain
$304.12 Mil
% of Total Estimate Gain
78.79%

TAX-MANAGED GROWTH PORTFOLIO's Alphabet Inc Holding Summary

As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 857,372.00 shares of Alphabet Inc(GOOGL), totaling $132.58 Mil. This investment constitutes 2.34% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.01% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 8 purchases of GOOGL, at an average price of $60.69, for a total of 6.36 Mil shares. In addition, there have been 6 sales at an average price of $97.05 for 5.50 Mil shares. Based on historical transaction data and GOOGL's current price of $182.00, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his GOOGL holdings is $304.12 Mil, reflecting a 78.79% gain to date.

TAX-MANAGED GROWTH PORTFOLIO GOOGL ($182.00) Holding Chart

TAX-MANAGED GROWTH PORTFOLIO GOOGL ($182.00) 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