Appleton Group’s Apple AAPL Stock Holding History

Appleton 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
2023 Q3	–	Sell	-2,438	Closed	-$473K	–	28
2023 Q2	$473K	Hold	2,438	–	–	0.66%	12
2023 Q1	$402K	Buy	+2,438	New	+$360K	0.78%	15
2022 Q2	–	Sell	-2,928	Closed	-$511K	–	27
2022 Q1	$511K	Sell	2,928 -145	-5%	-$24.4K	0.71%	14
2021 Q4	$546K	Buy	+3,073	New	+$486K	0.55%	19

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Appleton Group's AAPL Position: Q3 2023 in Review

Appleton Group sold out of Apple (AAPL) in Q3 2023, closing a stake of 2,438 shares — an estimated $473K sold.

Appleton Group first reported a position in AAPL in Q4 2021 and held it in 4 quarters. The position peaked at $546K in Q4 2021. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

Appleton Group reported no remaining Apple position as of Q3 2023 after selling out during the quarter.
Appleton Group sold 2,438 Apple shares in Q3 2023, an estimated $473K.
Appleton Group first reported a position in Apple in Q4 2021 and held it in 4 quarters.
Appleton Group's Apple position peaked at $546K in Q4 2021.
4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.