Evercore Equity Fund AAPL Holdings History

Number of Shares
104,180.00
Current Holdings Value*
$23.14 Mil
% of Portfolio
5.17%
Total Estimate Gain
$15.22 Mil
% of Total Estimate Gain
146.31%

Evercore Equity Fund's Apple Inc Holding Summary

As of 2025-03-31, Wall Street EWM Funds Trust held 104,180.00 shares of Apple Inc(AAPL), totaling $23.14 Mil. This investment constitutes 5.17% of their stock portfolio, and Wall Street EWM Funds Trust now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q1. And since then Evercore Equity Fund has made 6 purchases of AAPL, at an average price of $82.46, for a total of 126,125.00 shares. In addition, there have been 3 sales at an average price of $158.68 for 21,945.00 shares. Based on historical transaction data and AAPL's current price of $212.48, Evercore Equity Fund's estimated gain on his AAPL holdings is $15.22 Mil, reflecting a 146.31% gain to date.

Evercore Equity Fund AAPL ($212.48) Holding Chart

Evercore Equity Fund AAPL ($212.48) 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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