Number of Shares
167,925.00
Current Holdings Value*
$35.68 Mil
% of Portfolio
6.89%
Total Estimate Gain
$9.47 Mil
% of Total Estimate Gain
21.43%

SA JPMorgan Large Cap Core Portfolio's Apple Inc Holding Summary

As of 2025-04-30, SA JPMorgan Large Cap Core Portfolio held 167,925.00 shares of Apple Inc(AAPL), totaling $35.68 Mil. This investment constitutes 6.89% of their stock portfolio, and SA JPMorgan Large Cap Core Portfolio now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then SA JPMorgan Large Cap Core Portfolio has made 9 purchases of AAPL, at an average price of $160.44, for a total of 275,474.00 shares. In addition, there have been 7 sales at an average price of $164.26 for 107,549.00 shares. Based on historical transaction data and AAPL's current price of $214.40, SA JPMorgan Large Cap Core Portfolio's estimated gain on his AAPL holdings is $9.47 Mil, reflecting a 21.43% gain to date.

SA JPMorgan Large Cap Core Portfolio AAPL ($214.40) Holding Chart

SA JPMorgan Large Cap Core Portfolio AAPL ($214.40) 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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