Number of Shares
18,858.00
Current Holdings Value*
$4.19 Mil
% of Portfolio
1.33%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
9.90%

Neo Ivy Capital Management's Apple Inc Holding Summary

As of 2025-03-31, Neo Ivy Capital Management held 18,858.00 shares of Apple Inc(AAPL), totaling $4.19 Mil. This investment constitutes 1.33% of their stock portfolio, and Neo Ivy Capital Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q2. And since then Neo Ivy Capital Management has made 13 purchases of AAPL, at an average price of $135.58, for a total of 84,985.00 shares. In addition, there have been 9 sales at an average price of $131.26 for 66,127.00 shares. Based on historical transaction data and AAPL's current price of $211.22, Neo Ivy Capital Management's estimated gain on his AAPL holdings is $1.14 Mil, reflecting a 9.90% gain to date.

Neo Ivy Capital Management AAPL ($211.22) Holding Chart

Neo Ivy Capital Management AAPL ($211.22) 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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