Benedetti & Gucer’s Apple AAPL Stock Holding History

Benedetti & Gucer’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 Q1	$3.4M	Sell	19,804 -1,871	-9%	-$340K	1.69%	13
2023 Q4	$4.17M	Sell	21,675 -26,179	-55%	-$4.83M	2.19%	10
2023 Q3	$8.19M	Sell	47,854 -575	-1%	-$105K	4.48%	3
2023 Q2	$9.39M	Buy	48,429 +231	+0.5%	+$40.3K	4.83%	3
2023 Q1	$7.95M	Buy	48,198 +32,130	+200%	+$4.74M	4.56%	4
2022 Q4	$2.09M	Sell	16,068 -739	-4%	-$106K	1.53%	13
2022 Q3	$2.32M	Sell	16,807 -649	-4%	-$102K	1.83%	11
2022 Q2	$2.41M	Sell	17,456 -102	-0.6%	-$15.4K	1.63%	16
2022 Q1	$3.06M	Buy	17,558 +526	+3%	+$88.5K	2.05%	8
2021 Q4	$3.02M	Buy	17,032 +2,352	+16%	+$372K	2.05%	8
2021 Q3	$2.08M	Buy	14,680 +327	+2%	+$48.1K	1.58%	14
2021 Q2	$1.97M	Buy	14,353 +562	+4%	+$72.8K	1.76%	12
2021 Q1	$1.68M	Buy	+13,791	New	+$1.77M	1.55%	13

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Benedetti & Gucer's AAPL Position: Q1 2024 in Review

Benedetti & Gucer reduced its Apple (AAPL) stake by 8.6% in Q1 2024, selling an estimated $340K and leaving 19,804 shares worth $3.4M. The position accounts for 1.69% of the portfolio, ranked #13.

Benedetti & Gucer first reported a position in AAPL in Q1 2021 and has held it in 13 quarters since. The position peaked at $9.39M in Q2 2023. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

Benedetti & Gucer held 19,804 shares of Apple worth $3.4M as of Q1 2024.
Benedetti & Gucer sold 1,871 Apple shares in Q1 2024, an estimated $340K.
Apple made up 1.69% of Benedetti & Gucer's portfolio in Q1 2024, its #13 holding.
Benedetti & Gucer first reported a position in Apple in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's Apple position peaked at $9.39M in Q2 2023.
5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.