Number of Shares
339,344.00
Current Holdings Value*
$75.38 Mil
% of Portfolio
4.29%
Total Estimate Gain
$12.67 Mil
% of Total Estimate Gain
21.20%

SIMON QUICK ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-03-31, SIMON QUICK ADVISORS, LLC held 339,344.00 shares of Apple Inc(AAPL), totaling $75.38 Mil. This investment constitutes 4.29% of their stock portfolio, and SIMON QUICK ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then SIMON QUICK ADVISORS, LLC has made 20 purchases of AAPL, at an average price of $154.59, for a total of 386,491.00 shares. In addition, there have been 8 sales at an average price of $89.27 for 47,147.00 shares. Based on historical transaction data and AAPL's current price of $201.00, SIMON QUICK ADVISORS, LLC's estimated gain on his AAPL holdings is $12.67 Mil, reflecting a 21.20% gain to date.

SIMON QUICK ADVISORS, LLC AAPL ($201.00) Holding Chart

SIMON QUICK ADVISORS, LLC AAPL ($201.00) 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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