Number of Shares
5,688.00
Current Holdings Value*
$745,000.00
% of Portfolio
3.61%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
61.62%

Ocean Endowment Partners, LLC's Apple Inc Holding Summary

As of 2021-09-30, Ocean Endowment Partners, LLC held 5,688.00 shares of Apple Inc(AAPL), totaling $745,000.00. This investment constitutes 3.61% of their stock portfolio, and Ocean Endowment Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Ocean Endowment Partners, LLC has made 1 purchases of AAPL, at an average price of $69.36, for a total of 40,188.00 shares. In addition, there have been 5 sales at an average price of $95.33 for 34,500.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Ocean Endowment Partners, LLC's estimated gain on his AAPL holdings is $1.72 Mil, reflecting a 61.62% gain to date.

Ocean Endowment Partners, LLC AAPL ($213.76) Holding Chart

Ocean Endowment Partners, LLC AAPL ($213.76) 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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