Bridge Builder Tax Managed Large Cap Fund AAPL Holdings History
Number of Shares
1.20 Mil
Current Holdings Value*
$267.52 Mil
% of Portfolio
4.95%
Total Estimate Gain
$36.10 Mil
% of Total Estimate Gain
17.60%
Bridge Builder Tax Managed Large Cap Fund's Apple Inc Holding Summary
As of 2025-03-31, Bridge Builder Trust held 1.20 Mil shares of Apple Inc(AAPL), totaling $267.52 Mil. This investment constitutes 4.95% of their stock portfolio, and Bridge Builder Trust now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q2. And since then Bridge Builder Tax Managed Large Cap Fund has made 11 purchases of AAPL, at an average price of $170.32, for a total of 1.20 Mil shares. Based on historical transaction data and AAPL's current price of $200.30, Bridge Builder Tax Managed Large Cap Fund's estimated gain on his AAPL holdings is $36.10 Mil, reflecting a 17.60% gain to date.
Bridge Builder Tax Managed Large Cap Fund AAPL ($200.30) Holding Chart
Bridge Builder Tax Managed Large Cap Fund AAPL ($200.30) 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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