Number of Shares
19,400.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
6.61%
Total Estimate Gain
$1.34 Mil
% of Total Estimate Gain
41.12%

DANA EPIPHANY EQUITY FUND's Apple Inc Holding Summary

As of 2025-04-30, DANA EPIPHANY EQUITY FUND held 19,400.00 shares of Apple Inc(AAPL), totaling $4.12 Mil. This investment constitutes 6.61% of their stock portfolio, and DANA EPIPHANY EQUITY FUND now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q2. And since then DANA EPIPHANY EQUITY FUND has made 9 purchases of AAPL, at an average price of $143.14, for a total of 22,800.00 shares. In addition, there have been 2 sales at an average price of $133.68 for 3,400.00 shares. Based on historical transaction data and AAPL's current price of $213.97, DANA EPIPHANY EQUITY FUND's estimated gain on his AAPL holdings is $1.34 Mil, reflecting a 41.12% gain to date.

DANA EPIPHANY EQUITY FUND AAPL ($213.97) Holding Chart

DANA EPIPHANY EQUITY FUND AAPL ($213.97) 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 %

Top Ranked Articles

  • 1