Chandler Asset Management’s Apple AAPL Stock Holding History

Chandler 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
2024 Q1	–	Sell	-8	Closed	-$1.54K	–	25
2023 Q4	$1.54K	Buy	+8	New	+$1.48K	﹤0.01%	26
2022 Q1	–	Sell	-15	Closed	-$3K	–	27
2021 Q4	$3K	Buy	+15	New	+$2.37K	﹤0.01%	29
2018 Q2	–	Sell	-2,464	Closed	-$103K	–	17
2018 Q1	$103K	Buy	2,464 +2,440	+10,167%	+$105K	0.09%	20
2017 Q4	$1K	Buy	+24	New	+$1K	﹤0.01%	20

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

Chandler Asset Management's AAPL Position: Q1 2024 in Review

Chandler Asset Management sold out of Apple (AAPL) in Q1 2024, closing a stake of 8 shares — an estimated $1.54K sold.

Chandler Asset Management first reported a position in AAPL in Q4 2017 and held it in 4 quarters. The position peaked at $103K in Q1 2018. 5,012 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

Chandler Asset Management reported no remaining Apple position as of Q1 2024 after selling out during the quarter.
Chandler Asset Management sold 8 Apple shares in Q1 2024, an estimated $1.54K.
Chandler Asset Management first reported a position in Apple in Q4 2017 and held it in 4 quarters.
Chandler Asset Management's Apple position peaked at $103K in Q1 2018.
5,012 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Chandler Asset Management's 13F filing for Q1 2024, filed 14 May 2024.