3LCM
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3D/L Capital Management’s Apple AAPL Stock Holding History

3D/L Capital Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,854
Closed -$1.69M – 1
2023
Q3 		$1.69M Buy
9,854
+50
+0.5% +$9.17K 0.55% 27
2023
Q2 		$1.9M Buy
9,804
+64
+0.7% +$11.2K 0.55% 27
2023
Q1 		$1.61M Sell
9,740
-943
-9% -$139K 0.43% 32
2022
Q4 		$1.39M Buy
10,683
+8,355
+359% +$1.19M 0.37% 35
2022
Q3 		$322K Sell
2,328
-20
-0.9% -$3.14K 0.1% 71
2022
Q2 		$321K Sell
2,348
-97
-4% -$14.7K 0.09% 73
2022
Q1 		$427K Buy
2,445
+70
+3% +$11.8K 0.11% 80
2021
Q4 		$422K Buy
2,375
+102
+4% +$16.1K 0.1% 83
2021
Q3 		$322K Buy
2,273
+2
+0.1% +$294 0.08% 93
2021
Q2 		$311K Sell
2,271
-797
-26% -$103K 0.07% 100
2021
Q1 		$375K Sell
3,068
-52,315
-94% -$6.72M 0.1% 79
2020
Q4 		$7.06M Buy
+55,383
New +$6.66M 8.74% 1

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

3D/L Capital Management's AAPL Position: Q4 2023 in Review

3D/L Capital Management sold out of Apple (AAPL) in Q4 2023, closing a stake of 9,854 shares — an estimated $1.69M sold.

3D/L Capital Management first reported a position in AAPL in Q4 2020 and held it in 12 quarters. The position peaked at $7.06M in Q4 2020. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • 3D/L Capital Management reported no remaining Apple position as of Q4 2023 after selling out during the quarter.
  • 3D/L Capital Management sold 9,854 Apple shares in Q4 2023, an estimated $1.69M.
  • 3D/L Capital Management first reported a position in Apple in Q4 2020 and held it in 12 quarters.
  • 3D/L Capital Management's Apple position peaked at $7.06M in Q4 2020.
  • 4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.