Number of Shares
702,057.00
Current Holdings Value*
$155.95 Mil
% of Portfolio
4.49%
Total Estimate Gain
$175.61 Mil
% of Total Estimate Gain
169.75%

TRILLIUM ASSET MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2025-03-31, TRILLIUM ASSET MANAGEMENT, LLC held 702,057.00 shares of Apple Inc(AAPL), totaling $155.95 Mil. This investment constitutes 4.49% of their stock portfolio, and TRILLIUM ASSET MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then TRILLIUM ASSET MANAGEMENT, LLC has made 17 purchases of AAPL, at an average price of $43.63, for a total of 2.37 Mil shares. In addition, there have been 21 sales at an average price of $77.11 for 1.67 Mil shares. Based on historical transaction data and AAPL's current price of $214.15, TRILLIUM ASSET MANAGEMENT, LLC's estimated gain on his AAPL holdings is $175.61 Mil, reflecting a 169.75% gain to date.

TRILLIUM ASSET MANAGEMENT, LLC AAPL ($214.15) Holding Chart

TRILLIUM ASSET MANAGEMENT, LLC AAPL ($214.15) 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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