Number of Shares
4.66 Mil
Current Holdings Value*
$1.13 Bil
% of Portfolio
3.7%
Total Estimate Gain
$462.97 Mil
% of Total Estimate Gain
58.01%

Bank Julius Baer & Co. Ltd, Zurich's Apple Inc Holding Summary

As of 2025-03-31, Bank Julius Baer & Co. Ltd, Zurich held 4.66 Mil shares of Apple Inc(AAPL), totaling $1.13 Bil. This investment constitutes 3.7% of their stock portfolio, and Bank Julius Baer & Co. Ltd, Zurich now holds 0.03% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q1. And since then Bank Julius Baer & Co. Ltd, Zurich has made 12 purchases of AAPL, at an average price of $129.88, for a total of 6.15 Mil shares. In addition, there have been 8 sales at an average price of $179.06 for 1.48 Mil shares. Based on historical transaction data and AAPL's current price of $213.55, Bank Julius Baer & Co. Ltd, Zurich's estimated gain on his AAPL holdings is $462.97 Mil, reflecting a 58.01% gain to date.

Bank Julius Baer & Co. Ltd, Zurich AAPL ($213.55) Holding Chart

Bank Julius Baer & Co. Ltd, Zurich AAPL ($213.55) 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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