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User

Nathaniel Simons

Meritage Group

Nathaniel Simons ALLERGAN INC/UNITED STATES stake

total: 301

Meritage Group AGN-OLD trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2014 Q3
Held for:
1 quarter
Latest activity:
2014 Q4
According to 2026 Q2 report, Nathaniel Simons doesn't hold any ALLERGAN INC/UNITED STATES (AGN-OLD) shares. To date, the estimated cost basis is nearly $178.19 for "buy" trades and estimated average "sell" price is $178.19. Meritage Group first purchased AGN-OLD in 2014 Q3, initially acquiring 424,030 shares. Since the initial investment in ALLERGAN INC/UNITED STATES (AGN-OLD), Meritage Group has made 1 more transaction.

When did Nathaniel Simons sell ALLERGAN INC/UNITED STATES (AGN-OLD)?

Nathaniel Simons sold off the entire ALLERGAN INC/UNITED STATES (AGN-OLD) position in 2014 Q4.

When did Nathaniel Simons buy ALLERGAN INC/UNITED STATES (AGN-OLD)?

Nathaniel Simons first invested in ALLERGAN INC/UNITED STATES (AGN-OLD) in 2014 Q3 at the reported quarter-end price of $178.19 per share.

What's the cost basis of Meritage Group's AGN-OLD stake?

The estimated cost basis for ALLERGAN INC/UNITED STATES (AGN-OLD) stake is around $178.19 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$178.19
Weighted AVG sell price:
$178.19

Nathaniel Simons's historical trades in ALLERGAN INC/UNITED STATES

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2014 Q4
0.00%
$178.19
-100% (-424,030)
2014 Q3
2.06%
$178.19
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.