Number of Shares
750,170.00
Current Holdings Value*
$166.64 Mil
% of Portfolio
5.22%
Total Estimate Gain
$64.90 Mil
% of Total Estimate Gain
49.85%

Baker Avenue Asset Management, LP's Apple Inc Holding Summary

As of 2025-03-31, Baker Avenue Asset Management, LP held 750,170.00 shares of Apple Inc(AAPL), totaling $166.64 Mil. This investment constitutes 5.22% of their stock portfolio, and Baker Avenue Asset Management, LP now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Baker Avenue Asset Management, LP has made 25 purchases of AAPL, at an average price of $100.03, for a total of 1.30 Mil shares. In addition, there have been 11 sales at an average price of $62.48 for 551,281.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Baker Avenue Asset Management, LP's estimated gain on his AAPL holdings is $64.90 Mil, reflecting a 49.85% gain to date.

Baker Avenue Asset Management, LP AAPL ($214.15) Holding Chart

Baker Avenue Asset Management, LP AAPL ($214.15) 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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