Number of Shares
4,715.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
1.49%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
149.48%

MFS Global Research Portfolio's Apple Inc Holding Summary

As of 2025-03-31, MFS VARIABLE INSURANCE TRUST II held 4,715.00 shares of Apple Inc(AAPL), totaling $1.05 Mil. This investment constitutes 1.49% 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 Global Research Portfolio has made 3 purchases of AAPL, at an average price of $70.94, for a total of 13,728.00 shares. In addition, there have been 17 sales at an average price of $159.10 for 9,013.00 shares. Based on historical transaction data and AAPL's current price of $211.18, MFS Global Research Portfolio's estimated gain on his AAPL holdings is $1.46 Mil, reflecting a 149.48% gain to date.

MFS Global Research Portfolio AAPL ($211.18) Holding Chart

MFS Global Research 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 %

Top Ranked Articles

  • 1