Number of Shares
78,639.00
Current Holdings Value*
$19.69 Mil
% of Portfolio
19.1%
Total Estimate Gain
$5.44 Mil
% of Total Estimate Gain
35.91%

MONTCHANIN ASSET MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2024-12-31, MONTCHANIN ASSET MANAGEMENT, LLC held 78,639.00 shares of Apple Inc(AAPL), totaling $19.69 Mil. This investment constitutes 19.1% of their stock portfolio, and MONTCHANIN ASSET MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q2. And since then MONTCHANIN ASSET MANAGEMENT, LLC has made 1 purchases of AAPL, at an average price of $152.07, for a total of 99,601.00 shares. In addition, there have been 7 sales at an average price of $184.91 for 20,962.00 shares. Based on historical transaction data and AAPL's current price of $212.48, MONTCHANIN ASSET MANAGEMENT, LLC's estimated gain on his AAPL holdings is $5.44 Mil, reflecting a 35.91% gain to date.

MONTCHANIN ASSET MANAGEMENT, LLC AAPL ($212.48) Holding Chart

MONTCHANIN ASSET MANAGEMENT, LLC AAPL ($212.48) 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