C
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CFO4Life’s Apple AAPL Stock Holding History

CFO4Life’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
Q4 		$18.1M Buy
+139,007
New +$19.9M 3.84% 5
2016
Q4 		$2.21M Sell
76,436
-7,708
-9% -$219K 1.83% 12
2016
Q3 		$2.38M Buy
84,144
+2,680
+3% +$70.9K 2.06% 11
2016
Q2 		$1.95M Buy
81,464
+512
+0.6% +$12.7K 1.67% 10
2016
Q1 		$2.21M Sell
80,952
-10,064
-11% -$251K 1.98% 9
2015
Q4 		$2.4M Buy
91,016
+1,116
+1% +$31.9K 2.27% 7
2015
Q3 		$2.48M Buy
89,900
+4,396
+5% +$129K 2.64% 7
2015
Q2 		$2.68M Buy
85,504
+15,440
+22% +$494K 2.24% 8
2015
Q1 		$2.18M Buy
70,064
+11,732
+20% +$354K 1.82% 12
2014
Q4 		$1.61M Buy
+58,332
New +$1.59M 1.33% 9

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFO4Life's AAPL Position: Q4 2022 in Review

CFO4Life opened a new position in Apple (AAPL) in Q4 2022: 139,007 shares worth $18.1M. The stake represents 3.84% of the portfolio and ranks #5 among its holdings. This is a return to the name: CFO4Life previously reported a position in AAPL as recently as Q4 2016.

CFO4Life first reported a position in AAPL in Q4 2014 and has held it in 10 quarters since. 4,548 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • CFO4Life held 139,007 shares of Apple worth $18.1M as of Q4 2022.
  • Apple was a new CFO4Life position in Q4 2022.
  • Apple made up 3.84% of CFO4Life's portfolio in Q4 2022, its #5 holding.
  • CFO4Life first reported a position in Apple in Q4 2014 and has held it in 10 quarters since.
  • 4,548 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.