Number of Shares
397,911.00
Current Holdings Value*
$88.39 Mil
% of Portfolio
5.77%
Total Estimate Gain
$18.31 Mil
% of Total Estimate Gain
22.28%

UNIVEST FINANCIAL Corp's Apple Inc Holding Summary

As of 2025-03-31, UNIVEST FINANCIAL Corp held 397,911.00 shares of Apple Inc(AAPL), totaling $88.39 Mil. This investment constitutes 5.77% of their stock portfolio, and UNIVEST FINANCIAL Corp now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q2. And since then UNIVEST FINANCIAL Corp has made 21 purchases of AAPL, at an average price of $130.05, for a total of 631,951.00 shares. In addition, there have been 26 sales at an average price of $66.32 for 234,040.00 shares. Based on historical transaction data and AAPL's current price of $213.55, UNIVEST FINANCIAL Corp's estimated gain on his AAPL holdings is $18.31 Mil, reflecting a 22.28% gain to date.

UNIVEST FINANCIAL Corp AAPL ($213.55) Holding Chart

UNIVEST FINANCIAL Corp AAPL ($213.55) 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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