Number of Shares
21,970.00
Current Holdings Value*
$3.37 Mil
% of Portfolio
4.41%
Total Estimate Gain
$3.67 Mil
% of Total Estimate Gain
125.52%

Green Owl Intrinsic Value Fund's Apple Inc Holding Summary

As of 2022-10-31, VALUED ADVISERS TRUST held 21,970.00 shares of Apple Inc(AAPL), totaling $3.37 Mil. This investment constitutes 4.41% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q2. In addition, there have been 3 sales at an average price of $96.15 for 19,650.00 shares. Based on historical transaction data and AAPL's current price of $214.39, Green Owl Intrinsic Value Fund's estimated gain on his AAPL holdings is $3.67 Mil, reflecting a 125.52% gain to date.

Green Owl Intrinsic Value Fund AAPL ($214.39) Holding Chart

Green Owl Intrinsic Value Fund AAPL ($214.39) 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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