Number of Shares
248,790.00
Current Holdings Value*
$42.66 Mil
% of Portfolio
5.67%
Total Estimate Gain
$50.23 Mil
% of Total Estimate Gain
239.12%

The Value Equity Portfolio's Apple Inc Holding Summary

As of 2024-03-31, HC CAPITAL TRUST held 248,790.00 shares of Apple Inc(AAPL), totaling $42.66 Mil. This investment constitutes 5.67% 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. In addition, there have been 9 sales at an average price of $122.18 for 152,998.00 shares. Based on historical transaction data and AAPL's current price of $211.18, The Value Equity Portfolio's estimated gain on his AAPL holdings is $50.23 Mil, reflecting a 239.12% gain to date.

The Value Equity Portfolio AAPL ($211.18) Holding Chart

The Value Equity Portfolio 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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