Number of Shares
260,556.00
Current Holdings Value*
$57.88 Mil
% of Portfolio
4.06%
Total Estimate Gain
$79.09 Mil
% of Total Estimate Gain
288.91%

Aureus Asset Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Aureus Asset Management, LLC held 260,556.00 shares of Apple Inc(AAPL), totaling $57.88 Mil. This investment constitutes 4.06% of their stock portfolio, and Aureus Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Aureus Asset Management, LLC has made 16 purchases of AAPL, at an average price of $32.26, for a total of 848,504.00 shares. In addition, there have been 22 sales at an average price of $87.49 for 587,948.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Aureus Asset Management, LLC's estimated gain on his AAPL holdings is $79.09 Mil, reflecting a 288.91% gain to date.

Aureus Asset Management, LLC AAPL ($211.18) Holding Chart

Aureus Asset Management, LLC 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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