Number of Shares
3.03 Mil
Current Holdings Value*
$79.72 Mil
% of Portfolio
4.93%
Total Estimate Gain
$585.65 Mil
% of Total Estimate Gain
633.01%

Kovitz Investment Group, LLC's Apple Inc Holding Summary

As of 2015-12-31, Kovitz Investment Group, LLC held 3.03 Mil shares of Apple Inc(AAPL), totaling $79.72 Mil. This investment constitutes 4.93% of their stock portfolio, and Kovitz Investment Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Kovitz Investment Group, LLC has made 4 purchases of AAPL, at an average price of $20.24, for a total of 4.57 Mil shares. In addition, there have been 4 sales at an average price of $26.88 for 1.54 Mil shares. Based on historical transaction data and AAPL's current price of $210.16, Kovitz Investment Group, LLC's estimated gain on his AAPL holdings is $585.65 Mil, reflecting a 633.01% gain to date.

Kovitz Investment Group, LLC AAPL ($210.16) Holding Chart

Kovitz Investment Group, LLC AAPL ($210.16) 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 %

Top Ranked Articles

  • 1