Number of Shares
381,122.00
Current Holdings Value*
$84.66 Mil
% of Portfolio
3.6%
Total Estimate Gain
$73.91 Mil
% of Total Estimate Gain
118.05%

KLINGENSTEIN FIELDS & CO LP's Apple Inc Holding Summary

As of 2025-03-31, KLINGENSTEIN FIELDS & CO LP held 381,122.00 shares of Apple Inc(AAPL), totaling $84.66 Mil. This investment constitutes 3.6% of their stock portfolio, and KLINGENSTEIN FIELDS & CO LP now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then KLINGENSTEIN FIELDS & CO LP has made 10 purchases of AAPL, at an average price of $39.56, for a total of 1.58 Mil shares. In addition, there have been 26 sales at an average price of $49.85 for 1.20 Mil shares. Based on historical transaction data and AAPL's current price of $201.08, KLINGENSTEIN FIELDS & CO LP's estimated gain on his AAPL holdings is $73.91 Mil, reflecting a 118.05% gain to date.

KLINGENSTEIN FIELDS & CO LP AAPL ($201.08) Holding Chart

KLINGENSTEIN FIELDS & CO LP AAPL ($201.08) 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