Number of Shares
1.58 Mil
Current Holdings Value*
$350.98 Mil
% of Portfolio
6.66%
Total Estimate Gain
$4.18 Mil
% of Total Estimate Gain
1.27%

NEOS Investment Management LLC's Apple Inc Holding Summary

As of 2025-03-31, NEOS Investment Management LLC held 1.58 Mil shares of Apple Inc(AAPL), totaling $350.98 Mil. This investment constitutes 6.66% of their stock portfolio, and NEOS Investment Management LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q3. And since then NEOS Investment Management LLC has made 6 purchases of AAPL, at an average price of $208.51, for a total of 1.58 Mil shares. Based on historical transaction data and AAPL's current price of $211.16, NEOS Investment Management LLC's estimated gain on his AAPL holdings is $4.18 Mil, reflecting a 1.27% gain to date.

NEOS Investment Management LLC AAPL ($211.16) Holding Chart

NEOS Investment Management LLC AAPL ($211.16) 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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