Number of Shares
130,481.00
Current Holdings Value*
$28.98 Mil
% of Portfolio
3.68%
Total Estimate Gain
$56.45 Mil
% of Total Estimate Gain
73.87%

JAMES INVESTMENT RESEARCH, INC.'s Apple Inc Holding Summary

As of 2025-03-31, JAMES INVESTMENT RESEARCH, INC. held 130,481.00 shares of Apple Inc(AAPL), totaling $28.98 Mil. This investment constitutes 3.68% of their stock portfolio, and JAMES INVESTMENT RESEARCH, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q2. And since then JAMES INVESTMENT RESEARCH, INC. has made 12 purchases of AAPL, at an average price of $33.23, for a total of 2.30 Mil shares. In addition, there have been 24 sales at an average price of $48.55 for 2.17 Mil shares. Based on historical transaction data and AAPL's current price of $211.16, JAMES INVESTMENT RESEARCH, INC.'s estimated gain on his AAPL holdings is $56.45 Mil, reflecting a 73.87% gain to date.

JAMES INVESTMENT RESEARCH, INC. AAPL ($211.16) Holding Chart

JAMES INVESTMENT RESEARCH, INC. AAPL ($211.16) 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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