Meehan Focus Fund AAPL Holdings History
Number of Shares
55,645.00
Current Holdings Value*
$13.46 Mil
% of Portfolio
9.1%
Total Estimate Gain
$3.54 Mil
% of Total Estimate Gain
34.71%
Meehan Focus Fund's Apple Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 55,645.00 shares of Apple Inc(AAPL), totaling $13.46 Mil. This investment constitutes 9.1% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. In addition, there have been 5 sales at an average price of $202.00 for 12,420.00 shares. Based on historical transaction data and AAPL's current price of $201.56, Meehan Focus Fund's estimated gain on his AAPL holdings is $3.54 Mil, reflecting a 34.71% gain to date.
Meehan Focus Fund AAPL ($201.56) Holding Chart
Meehan Focus Fund AAPL ($201.56) 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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