Number of Shares
57,269.00
Current Holdings Value*
$12.72 Mil
% of Portfolio
2.62%
Total Estimate Gain
$11.82 Mil
% of Total Estimate Gain
63.31%

STRATEGY ASSET MANAGERS LLC's Apple Inc Holding Summary

As of 2025-03-31, STRATEGY ASSET MANAGERS LLC held 57,269.00 shares of Apple Inc(AAPL), totaling $12.72 Mil. This investment constitutes 2.62% of their stock portfolio, and STRATEGY ASSET MANAGERS LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then STRATEGY ASSET MANAGERS LLC has made 20 purchases of AAPL, at an average price of $76.28, for a total of 244,678.00 shares. In addition, there have been 14 sales at an average price of $98.11 for 187,409.00 shares. Based on historical transaction data and AAPL's current price of $211.18, STRATEGY ASSET MANAGERS LLC's estimated gain on his AAPL holdings is $11.82 Mil, reflecting a 63.31% gain to date.

STRATEGY ASSET MANAGERS LLC AAPL ($211.18) Holding Chart

STRATEGY ASSET MANAGERS LLC AAPL ($211.18) 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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