Number of Shares
2,769.00
Current Holdings Value*
$615,080.00
% of Portfolio
6.94%
Total Estimate Gain
$81,295.42
% of Total Estimate Gain
12.96%

Lazard US Sustainable Equity Portfolio's Apple Inc Holding Summary

As of 2025-03-31, LAZARD FUNDS INC held 2,769.00 shares of Apple Inc(AAPL), totaling $615,080.00. This investment constitutes 6.94% of their stock portfolio, and LAZARD FUNDS INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q1. And since then Lazard US Sustainable Equity Portfolio has made 4 purchases of AAPL, at an average price of $189.88, for a total of 3,303.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 534.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Lazard US Sustainable Equity Portfolio's estimated gain on his AAPL holdings is $81,295.42, reflecting a 12.96% gain to date.

Lazard US Sustainable Equity Portfolio AAPL ($211.18) Holding Chart

Lazard US Sustainable Equity Portfolio AAPL ($211.18) 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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