Number of Shares
10,075.00
Current Holdings Value*
$2.24 Mil
% of Portfolio
5.34%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
145.78%

Ancora Dividend Value Equity Fund's Apple Inc Holding Summary

As of 2025-03-31, ANCORA TRUST held 10,075.00 shares of Apple Inc(AAPL), totaling $2.24 Mil. This investment constitutes 5.34% of their stock portfolio, and ANCORA TRUST now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q1. And since then Ancora Dividend Value Equity Fund has made 2 purchases of AAPL, at an average price of $79.91, for a total of 12,375.00 shares. In addition, there have been 3 sales at an average price of $117.53 for 2,300.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Ancora Dividend Value Equity Fund's estimated gain on his AAPL holdings is $1.44 Mil, reflecting a 145.78% gain to date.

Ancora Dividend Value Equity Fund AAPL ($214.40) Holding Chart

Ancora Dividend Value Equity Fund AAPL ($214.40) 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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