Ancora Dividend Value Equity Fund AAPL Holdings History
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 $214.39, Ancora Dividend Value Equity Fund's estimated gain on his AAPL holdings is $1.44 Mil, reflecting a 145.77% gain to date.
Ancora Dividend Value Equity Fund AAPL ($214.39) Holding Chart
Ancora Dividend Value Equity Fund AAPL ($214.39) 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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