Smith Group Large Cap Core Growth Fund AAPL Holdings History
Number of Shares
7,120.00
Current Holdings Value*
$452,640.00
% of Portfolio
4.63%
Total Estimate Gain
$996,871.20
% of Total Estimate Gain
190.39%
Smith Group Large Cap Core Growth Fund's Apple Inc Holding Summary
As of 2020-03-31, Managed Portfolio Series held 7,120.00 shares of Apple Inc(AAPL), totaling $452,640.00. This investment constitutes 4.63% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. Based on historical transaction data and AAPL's current price of $213.55, Smith Group Large Cap Core Growth Fund's estimated gain on his AAPL holdings is $996,871.20, reflecting a 190.39% gain to date.
Smith Group Large Cap Core Growth Fund AAPL ($213.55) Holding Chart
Smith Group Large Cap Core Growth Fund AAPL ($213.55) 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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