Aspiriant Risk-Managed Equity Allocation Fund AAPL Holdings History
Aspiriant Risk-Managed Equity Allocation Fund's Apple Inc Holding Summary
As of 2025-03-31, Aspiriant Trust held 68,331.00 shares of Apple Inc(AAPL), totaling $15.18 Mil. This investment constitutes 2.99% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 5 purchases of AAPL, at an average price of $118.75, for a total of 185,659.00 shares. In addition, there have been 11 sales at an average price of $156.10 for 117,328.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his AAPL holdings is $10.70 Mil, reflecting a 48.53% gain to date.
Aspiriant Risk-Managed Equity Allocation Fund AAPL ($211.18) Holding Chart
Aspiriant Risk-Managed Equity Allocation Fund AAPL ($211.18) 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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