Number of Shares
349,609.00
Current Holdings Value*
$77.66 Mil
% of Portfolio
2.61%
Total Estimate Gain
$73.50 Mil
% of Total Estimate Gain
167.48%

EVERGREEN CAPITAL MANAGEMENT LLC's Apple Inc Holding Summary

As of 2025-03-31, EVERGREEN CAPITAL MANAGEMENT LLC held 349,609.00 shares of Apple Inc(AAPL), totaling $77.66 Mil. This investment constitutes 2.61% of their stock portfolio, and EVERGREEN CAPITAL MANAGEMENT LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then EVERGREEN CAPITAL MANAGEMENT LLC has made 14 purchases of AAPL, at an average price of $44.70, for a total of 981,796.00 shares. In addition, there have been 23 sales at an average price of $67.23 for 632,187.00 shares. Based on historical transaction data and AAPL's current price of $214.17, EVERGREEN CAPITAL MANAGEMENT LLC's estimated gain on his AAPL holdings is $73.50 Mil, reflecting a 167.48% gain to date.

EVERGREEN CAPITAL MANAGEMENT LLC AAPL ($214.17) Holding Chart

EVERGREEN CAPITAL MANAGEMENT LLC AAPL ($214.17) 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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