Charles-Lim Capital’s Apple AAPL Stock Holding History

Charles-Lim Capital’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 Q2	–	Sell	-100,000	Closed	-$17.1M	–	7
2024 Q1	$17.1M	Buy	+100,000	New	+$18.2M	5.71%	6

Other funds holding AAPL

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Charles-Lim Capital's AAPL Position: Q2 2024 in Review

Charles-Lim Capital sold out of Apple (AAPL) in Q2 2024, closing a stake of 100,000 shares — an estimated $17.1M sold.

Charles-Lim Capital first reported a position in AAPL in Q1 2024 and held it in 1 quarter. The position peaked at $17.1M in Q1 2024. 5,120 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

Charles-Lim Capital reported no remaining Apple position as of Q2 2024 after selling out during the quarter.
Charles-Lim Capital sold 100,000 Apple shares in Q2 2024, an estimated $17.1M.
Charles-Lim Capital first reported a position in Apple in Q1 2024 and held it in 1 quarter.
Charles-Lim Capital's Apple position peaked at $17.1M in Q1 2024.
5,120 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Charles-Lim Capital's 13F filing for Q2 2024, filed 12 Aug 2024.