AJOVista’s Apple AAPL Stock Holding History

AJOVista’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
2024 Q3	–	Sell	-10,993	Closed	-$2.32M	–	114
2024 Q2	$2.32M	Hold	10,993	–	–	6.68%	3
2024 Q1	$1.89M	Buy	10,993 +117	+1%	+$21.3K	5.11%	5
2023 Q4	$2.09M	Buy	+10,876	New	+$2.01M	2.64%	5

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AJOVista's AAPL Position: Q3 2024 in Review

AJOVista sold out of Apple (AAPL) in Q3 2024, closing a stake of 10,993 shares — an estimated $2.32M sold.

AJOVista first reported a position in AAPL in Q4 2023 and held it in 3 quarters. The position peaked at $2.32M in Q2 2024. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

AJOVista reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
AJOVista sold 10,993 Apple shares in Q3 2024, an estimated $2.32M.
AJOVista first reported a position in Apple in Q4 2023 and held it in 3 quarters.
AJOVista's Apple position peaked at $2.32M in Q2 2024.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.