Number of Shares
428,444.00
Current Holdings Value*
$27.24 Mil
% of Portfolio
2.9%
Total Estimate Gain
$70.33 Mil
% of Total Estimate Gain
252.89%

The Institutional Value Equity Portfolio's Apple Inc Holding Summary

As of 2020-03-31, HC CAPITAL TRUST held 428,444.00 shares of Apple Inc(AAPL), totaling $27.24 Mil. This investment constitutes 2.9% of their stock portfolio, and HC CAPITAL TRUST now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q3. And since then The Institutional Value Equity Portfolio has made 1 purchases of AAPL, at an average price of $52.94, for a total of 525,392.00 shares. In addition, there have been 1 sales at an average price of $73.54 for 96,948.00 shares. Based on historical transaction data and AAPL's current price of $212.44, The Institutional Value Equity Portfolio's estimated gain on his AAPL holdings is $70.33 Mil, reflecting a 252.89% gain to date.

The Institutional Value Equity Portfolio AAPL ($212.44) Holding Chart

The Institutional Value Equity Portfolio AAPL ($212.44) 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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