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AlphaSimPlex Group’s Apple AAPL Stock Holding History

AlphaSimPlex Group’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
2022
Q3 		$204K Sell
1,473
-260
-15% -$40.8K 2.06% 27
2022
Q2 		$237K Hold
1,733
– – 1.69% 24
2022
Q1 		$303K Buy
+1,733
New +$291K 1.11% 31
2020
Q3 		– Sell
-5,984
Closed -$546K – 273
2020
Q2 		$546K Buy
+5,984
New +$464K 0.41% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AlphaSimPlex Group's AAPL Position: Q3 2022 in Review

AlphaSimPlex Group reduced its Apple (AAPL) stake by 15% in Q3 2022, selling an estimated $40.8K and leaving 1,473 shares worth $204K. The position accounts for 2.06% of the portfolio, ranked #27.

AlphaSimPlex Group first reported a position in AAPL in Q2 2020 and has held it in 4 quarters since. The position peaked at $546K in Q2 2020. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • AlphaSimPlex Group held 1,473 shares of Apple worth $204K as of Q3 2022.
  • AlphaSimPlex Group sold 260 Apple shares in Q3 2022, an estimated $40.8K.
  • Apple made up 2.06% of AlphaSimPlex Group's portfolio in Q3 2022, its #27 holding.
  • AlphaSimPlex Group first reported a position in Apple in Q2 2020 and has held it in 4 quarters since.
  • AlphaSimPlex Group's Apple position peaked at $546K in Q2 2020.
  • 4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on AlphaSimPlex Group's 13F filing for Q3 2022, filed 8 Nov 2022.