Number of Shares
60,000.00
Current Holdings Value*
$12.75 Mil
% of Portfolio
7.06%
Total Estimate Gain
$3.51 Mil
% of Total Estimate Gain
24.82%

Steward Large Cap Growth Fund's Apple Inc Holding Summary

As of 2025-04-30, Steward Large Cap Growth Fund held 60,000.00 shares of Apple Inc(AAPL), totaling $12.75 Mil. This investment constitutes 7.06% of their stock portfolio, and Steward Large Cap Growth Fund now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then Steward Large Cap Growth Fund has made 9 purchases of AAPL, at an average price of $173.67, for a total of 81,500.00 shares. In addition, there have been 3 sales at an average price of $223.43 for 21,500.00 shares. Based on historical transaction data and AAPL's current price of $214.39, Steward Large Cap Growth Fund's estimated gain on his AAPL holdings is $3.51 Mil, reflecting a 24.82% gain to date.

Steward Large Cap Growth Fund AAPL ($214.39) Holding Chart

Steward Large Cap Growth Fund AAPL ($214.39) 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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