MAI Managed Volatility Fund AAPL Holdings History
Number of Shares
40,860.00
Current Holdings Value*
$8.21 Mil
% of Portfolio
6.72%
Total Estimate Gain
$5.90 Mil
% of Total Estimate Gain
205.83%
MAI Managed Volatility Fund's Apple Inc Holding Summary
As of 2025-05-31, FORUM FUNDS held 40,860.00 shares of Apple Inc(AAPL), totaling $8.21 Mil. This investment constitutes 6.72% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q2. Based on historical transaction data and AAPL's current price of $214.51, MAI Managed Volatility Fund's estimated gain on his AAPL holdings is $5.90 Mil, reflecting a 205.83% gain to date.
MAI Managed Volatility Fund AAPL ($214.51) Holding Chart
MAI Managed Volatility Fund AAPL ($214.51) 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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