Number of Shares
33,914.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
3.9%
Total Estimate Gain
$15.22 Mil
% of Total Estimate Gain
228.55%

DELTA CAPITAL MANAGEMENT LLC's Apple Inc Holding Summary

As of 2025-06-30, DELTA CAPITAL MANAGEMENT LLC held 33,914.00 shares of Apple Inc(AAPL), totaling $6.96 Mil. This investment constitutes 3.9% of their stock portfolio, and DELTA CAPITAL MANAGEMENT LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then DELTA CAPITAL MANAGEMENT LLC has made 6 purchases of AAPL, at an average price of $29.78, for a total of 223,565.00 shares. In addition, there have been 30 sales at an average price of $77.04 for 189,651.00 shares. Based on historical transaction data and AAPL's current price of $214.29, DELTA CAPITAL MANAGEMENT LLC's estimated gain on his AAPL holdings is $15.22 Mil, reflecting a 228.55% gain to date.

DELTA CAPITAL MANAGEMENT LLC AAPL ($214.29) Holding Chart

DELTA CAPITAL MANAGEMENT LLC AAPL ($214.29) 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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