Number of Shares
39,544.00
Current Holdings Value*
$8.78 Mil
% of Portfolio
3.39%
Total Estimate Gain
$17.35 Mil
% of Total Estimate Gain
173.52%

MFS Core Equity Portfolio's Apple Inc Holding Summary

As of 2025-03-31, MFS VARIABLE INSURANCE TRUST II held 39,544.00 shares of Apple Inc(AAPL), totaling $8.78 Mil. This investment constitutes 3.39% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST II now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q3. And since then MFS Core Equity Portfolio has made 2 purchases of AAPL, at an average price of $60.00, for a total of 166,630.00 shares. In addition, there have been 17 sales at an average price of $148.72 for 127,086.00 shares. Based on historical transaction data and AAPL's current price of $213.55, MFS Core Equity Portfolio's estimated gain on his AAPL holdings is $17.35 Mil, reflecting a 173.52% gain to date.

MFS Core Equity Portfolio AAPL ($213.55) Holding Chart

MFS Core Equity Portfolio AAPL ($213.55) 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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