Number of Shares
27,740.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
7.66%
Total Estimate Gain
$3.12 Mil
% of Total Estimate Gain
57.04%

Lazard US Equity Focus Portfolio's Apple Inc Holding Summary

As of 2025-03-31, Lazard US Equity Focus Portfolio held 27,740.00 shares of Apple Inc(AAPL), totaling $6.16 Mil. This investment constitutes 7.66% of their stock portfolio, and Lazard US Equity Focus Portfolio now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q3. And since then Lazard US Equity Focus Portfolio has made 5 purchases of AAPL, at an average price of $93.37, for a total of 58,588.00 shares. In addition, there have been 3 sales at an average price of $89.61 for 30,848.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Lazard US Equity Focus Portfolio's estimated gain on his AAPL holdings is $3.12 Mil, reflecting a 57.04% gain to date.

Lazard US Equity Focus Portfolio AAPL ($210.02) Holding Chart

Lazard US Equity Focus Portfolio AAPL ($210.02) 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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