FPA U.S. Core Equity Fund, Inc. AAPL Holdings History
Number of Shares
31,850.00
Current Holdings Value*
$6.18 Mil
% of Portfolio
11.98%
Total Estimate Gain
$6.05 Mil
% of Total Estimate Gain
225.75%
FPA U.S. Core Equity Fund, Inc.'s Apple Inc Holding Summary
As of 2023-06-30, FPA U.S. Core Equity Fund, Inc. held 31,850.00 shares of Apple Inc(AAPL), totaling $6.18 Mil. This investment constitutes 11.98% of their stock portfolio, and FPA U.S. Core Equity Fund, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. In addition, there have been 5 sales at an average price of $103.83 for 19,430.00 shares. Based on historical transaction data and AAPL's current price of $210.85, FPA U.S. Core Equity Fund, Inc.'s estimated gain on his AAPL holdings is $6.05 Mil, reflecting a 225.75% gain to date.
FPA U.S. Core Equity Fund, Inc. AAPL ($210.85) Holding Chart
FPA U.S. Core Equity Fund, Inc. AAPL ($210.85) 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