UBS U.S. Allocation Fund AAPL Holdings History
UBS U.S. Allocation Fund's Apple Inc Holding Summary
As of 2025-02-28, UBS INVESTMENT TRUST held 36,449.00 shares of Apple Inc(AAPL), totaling $8.81 Mil. This investment constitutes 5.97% of their stock portfolio, and UBS INVESTMENT TRUST now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then UBS U.S. Allocation Fund has made 4 purchases of AAPL, at an average price of $97.12, for a total of 100,000.00 shares. In addition, there have been 14 sales at an average price of $158.90 for 63,551.00 shares. Based on historical transaction data and AAPL's current price of $208.62, UBS U.S. Allocation Fund's estimated gain on his AAPL holdings is $7.99 Mil, reflecting a 82.27% gain to date.
UBS U.S. Allocation Fund AAPL ($208.62) Holding Chart
UBS U.S. Allocation Fund AAPL ($208.62) 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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