BTG Pactual Global Asset Management’s Apple AAPL Stock Holding History

BTG Pactual Global Asset Management’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	–	Sell	-140,000	Closed	-$19.1M	–	108
2022 Q2	$19.1M	Buy	+140,000	New	+$21.2M	3.55%	5
2021 Q4	–	Sell	-35,000	Closed	-$4.95M	–	38
2021 Q3	$4.95M	Buy	35,000 +11,000	+46%	+$1.62M	0.86%	51
2021 Q2	$3.29M	Sell	24,000 -17,100	-42%	-$2.22M	0.86%	38
2021 Q1	$5.02M	Buy	41,100 +12,300	+43%	+$1.58M	1.36%	24
2020 Q4	$3.82M	Sell	28,800 -121,200	-81%	-$14.6M	0.53%	41
2020 Q3	$17.4M	Sell	150,000 -2,000	-1%	-$218K	2.27%	4
2020 Q2	$13.9M	Sell	152,000 -88,000	-37%	-$6.82M	1.91%	13
2020 Q1	$15.3M	Buy	+240,000	New	+$17.7M	2.1%	10

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

BTG Pactual Global Asset Management's AAPL Position: Q1 2024 in Review

BTG Pactual Global Asset Management increased its Apple (AAPL) stake by 126% in Q1 2024, buying an estimated $1.32M and bringing the position to 13,027 shares worth $2.23M. The position accounts for 0.37% of the portfolio, ranked #78.

BTG Pactual Global Asset Management first reported a position in AAPL in Q2 2013 and has held it in 20 quarters since. The position peaked at $28.6M in Q3 2013. 5,012 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

BTG Pactual Global Asset Management held 13,027 shares of Apple worth $2.23M as of Q1 2024.
BTG Pactual Global Asset Management bought 7,252 Apple shares in Q1 2024, an estimated $1.32M.
Apple made up 0.37% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #78 holding.
BTG Pactual Global Asset Management first reported a position in Apple in Q2 2013 and has held it in 20 quarters since.
BTG Pactual Global Asset Management's Apple position peaked at $28.6M in Q3 2013.
5,012 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.