Current Value of Holding

$313 Million

Shares

8.55 Million

% of Portfolio

8.09%

Average Buy Price

$25.3

Avg closing price
Price range

2 Jeffrey Ubben Toast Trades

Jeffrey Ubben acquired 8.55 Million Toast shares worth $313 Million. That's 8.09% of their entire equity portfolio (6th largest holding). The investor owns 1.94% of the outstanding Toast stock. Jeffrey Ubben started to build up the position in Toast in Q3 2024. Since then they sold 6.93 Million shares. The stake costed the investor $216 Million, netting the investor a gain of 45% so far.

Avg closing price
Price range
Sold 44.8% shares (-6.93 Million shares) Q4 2024
Avg closing price $35.36
Price range $27.43 - $43.54
New holding (+15.5 Million shares) Q3 2024
Avg closing price $25.32
Price range $22.71 - $28.31

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