Joel Greenblatt AAPL Holdings History

Number of Shares
478,527.00
Current Holdings Value*
$82.06 Mil
% of Portfolio
1.24%
Total Estimate Gain
$146.54 Mil
% of Total Estimate Gain
55.13%

Joel Greenblatt's Apple Inc Holding Summary

As of 2024-03-31, Gotham Asset Management, LLC held 478,527.00 shares of Apple Inc(AAPL), totaling $82.06 Mil. This investment constitutes 1.24% of their stock portfolio, and Gotham Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2011Q2. And since then Joel Greenblatt has made 27 purchases of AAPL, at an average price of $34.50, for a total of 7.71 Mil shares. In addition, there have been 25 sales at an average price of $44.19 for 7.23 Mil shares. Based on historical transaction data and AAPL's current price of $194.35, Joel Greenblatt's estimated gain on his AAPL holdings is $146.54 Mil, reflecting a 55.13% gain to date.

Joel Greenblatt AAPL ($194.35) Holding Chart

Joel Greenblatt AAPL ($194.35) 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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