Caldwell Trust’s Aptiv APTV Stock Holding History

Caldwell Trust’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30	Closed	-$2.69K	–	706
2023 Q4	$2.69K	Buy	+30	New	+$2.58K	﹤0.01%	680

Other funds holding APTV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Caldwell Trust's APTV Position: Q1 2024 in Review

Caldwell Trust sold out of Aptiv (APTV) in Q1 2024, closing a stake of 30 shares — an estimated $2.69K sold.

Caldwell Trust first reported a position in APTV in Q4 2023 and held it in 1 quarter. The position peaked at $2.69K in Q4 2023. 744 funds tracked by Wall St. Rank hold APTV as of Q1 2024.

Caldwell Trust reported no remaining Aptiv position as of Q1 2024 after selling out during the quarter.
Caldwell Trust sold 30 Aptiv shares in Q1 2024, an estimated $2.69K.
Caldwell Trust first reported a position in Aptiv in Q4 2023 and held it in 1 quarter.
Caldwell Trust's Aptiv position peaked at $2.69K in Q4 2023.
744 funds tracked by Wall St. Rank held Aptiv as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.