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Applied Research Investments’s Apple AAPL Stock Holding History

Applied Research Investments’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 		$223K Sell
1,611
-4,846
-75% -$761K 4.5% 9
2022
Q2 		$883K Sell
6,457
-1,375
-18% -$208K 3.9% 12
2022
Q1 		$1.37M Sell
7,832
-40,063
-84% -$6.74M 4.08% 7
2021
Q4 		$8.51M Buy
47,895
+3,626
+8% +$573K 2.8% 11
2021
Q3 		$6.26M Sell
44,269
-1,843
-4% -$271K 2.09% 17
2021
Q2 		$6.32M Hold
46,112
– – 2.26% 12
2021
Q1 		$5.63M Buy
46,112
+2,231
+5% +$286K 2.06% 16
2020
Q4 		$5.82M Buy
43,881
+8,235
+23% +$991K 2.48% 10
2020
Q3 		$4.13M Buy
+35,646
New +$3.89M 2.33% 12

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

Applied Research Investments's AAPL Position: Q3 2022 in Review

Applied Research Investments reduced its Apple (AAPL) stake by 75% in Q3 2022, selling an estimated $761K and leaving 1,611 shares worth $223K. The position accounts for 4.5% of the portfolio, ranked #9.

Applied Research Investments first reported a position in AAPL in Q3 2020 and has held it in 9 quarters since. The position peaked at $8.51M in Q4 2021. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • Applied Research Investments held 1,611 shares of Apple worth $223K as of Q3 2022.
  • Applied Research Investments sold 4,846 Apple shares in Q3 2022, an estimated $761K.
  • Apple made up 4.5% of Applied Research Investments's portfolio in Q3 2022, its #9 holding.
  • Applied Research Investments first reported a position in Apple in Q3 2020 and has held it in 9 quarters since.
  • Applied Research Investments's Apple position peaked at $8.51M in Q4 2021.
  • 4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.