OPTIMUM LARGE CAP GROWTH FUND AAPL Holdings History
OPTIMUM LARGE CAP GROWTH FUND's Apple Inc Holding Summary
As of 2025-03-31, OPTIMUM FUND TRUST held 955,206.00 shares of Apple Inc(AAPL), totaling $212.18 Mil. This investment constitutes 11.48% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. And since then OPTIMUM LARGE CAP GROWTH FUND has made 4 purchases of AAPL, at an average price of $97.68, for a total of 1.77 Mil shares. In addition, there have been 16 sales at an average price of $160.26 for 811,995.00 shares. Based on historical transaction data and AAPL's current price of $214.53, OPTIMUM LARGE CAP GROWTH FUND's estimated gain on his AAPL holdings is $162.44 Mil, reflecting a 94.11% gain to date.
OPTIMUM LARGE CAP GROWTH FUND AAPL ($214.53) Holding Chart
OPTIMUM LARGE CAP GROWTH FUND AAPL ($214.53) 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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