Calvert Balanced Fund AAPL Holdings History
Calvert Balanced Fund's Apple Inc Holding Summary
As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 252,908.00 shares of Apple Inc(AAPL), totaling $56.18 Mil. This investment constitutes 6.95% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. And since then Calvert Balanced Fund has made 6 purchases of AAPL, at an average price of $77.40, for a total of 503,608.00 shares. In addition, there have been 14 sales at an average price of $135.55 for 250,700.00 shares. Based on historical transaction data and AAPL's current price of $211.42, Calvert Balanced Fund's estimated gain on his AAPL holdings is $48.47 Mil, reflecting a 124.36% gain to date.
Calvert Balanced Fund AAPL ($211.42) Holding Chart
Calvert Balanced Fund AAPL ($211.42) 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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