Number of Shares
2.53 Mil
Current Holdings Value*
$561.31 Mil
% of Portfolio
2.8%
Total Estimate Gain
$1.97 Bil
% of Total Estimate Gain
137.51%

Cresset Asset Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Cresset Asset Management, LLC held 2.53 Mil shares of Apple Inc(AAPL), totaling $561.31 Mil. This investment constitutes 2.8% of their stock portfolio, and Cresset Asset Management, LLC now holds 0.02% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Cresset Asset Management, LLC has made 12 purchases of AAPL, at an average price of $65.83, for a total of 21.76 Mil shares. In addition, there have been 13 sales at an average price of $149.15 for 19.24 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, Cresset Asset Management, LLC's estimated gain on his AAPL holdings is $1.97 Bil, reflecting a 137.51% gain to date.

Cresset Asset Management, LLC AAPL ($211.18) Holding Chart

Cresset Asset Management, LLC AAPL ($211.18) 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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