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AMBER ROAD INC

AMBR

AMBER ROAD INC

AMBER ROAD INC historical holders

total: 1

Disciplined Growth Investors AMBER ROAD INC transactions over time

Total transactions:
10
New positions:
1
Sold out:
1
Added:
4
Reduced:
4
Held since:
2017 Q2
Held for:
9 quarters
Latest activity:
2019 Q3
Fred Martin has been an institutional investor in AMBER ROAD INC (AMBR) since 2017 Q2. According to 2026 Q1 report, Fred Martin doesn't hold any shares. The fund/company first acquired AMBR in 2017 Q2, initially purchasing 229,155 shares. Since the initial investment, Disciplined Growth Investors has made 9 more transactions in this position.

When did Fred Martin exit their AMBR position?

Fred Martin no longer holds AMBER ROAD INC (AMBR). They sold off their entire position in 2019 Q3, closing out an investment that began in 2017 Q2.

When did Fred Martin first invest in AMBR?

Fred Martin first invested in AMBER ROAD INC (AMBR) in 2017 Q2 at the reported quarter-end price of $8.57 per share, acquiring 229,155 shares in their initial purchase.

What is Fred Martin's average cost basis for AMBR?

Based on historical transaction data, Fred Martin's estimated cost basis for AMBER ROAD INC (AMBR) is approximately $8.63 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$8.63
Weighted AVG sell price:
$13.04

AMBR transactions history by Disciplined Growth Investors

10 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2019 Q3
0.00%
$13.06
-100% (-642,711)
2019 Q2
0.16%
$13.06
-41.39% (-453,889)
2019 Q1
0.17%
$8.67
+0.93% (+10,070)
2018 Q4
0.18%
$8.23
+67.92% (+439,470)
2018 Q3
0.10%
$9.62
+89.23% (+305,115)
2018 Q2
0.06%
$9.41
-0.04% (-125)
2018 Q1
0.06%
$8.90
-0.17% (-576)
2017 Q4
0.05%
$7.34
-1.02% (-3,529)
2017 Q3
0.06%
$7.68
+51.07% (+117,020)
2017 Q2
0.04%
$8.57
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.