BNY Mellon Tax Managed Growth Fund AAPL Holdings History
Number of Shares
46,620.00
Current Holdings Value*
$11.00 Mil
% of Portfolio
8.24%
Total Estimate Gain
$12.50 Mil
% of Total Estimate Gain
202.37%
BNY Mellon Tax Managed Growth Fund's Apple Inc Holding Summary
As of 2025-01-31, BNY Mellon Investment Funds IV, Inc. held 46,620.00 shares of Apple Inc(AAPL), totaling $11.00 Mil. This investment constitutes 8.24% of their stock portfolio, and BNY Mellon Investment Funds IV, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. In addition, there have been 17 sales at an average price of $132.33 for 65,820.00 shares. Based on historical transaction data and AAPL's current price of $213.76, BNY Mellon Tax Managed Growth Fund's estimated gain on his AAPL holdings is $12.50 Mil, reflecting a 202.37% gain to date.
BNY Mellon Tax Managed Growth Fund AAPL ($213.76) Holding Chart
BNY Mellon Tax Managed Growth Fund AAPL ($213.76) 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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