CRG
AAPL icon

Cornerstone Retirement Group’s Apple AAPL Stock Holding History

Cornerstone Retirement Group’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
2023
Q3 		$1.2M Sell
7,000
-9,959
-59% -$1.83M 0.34% 8
2023
Q2 		$3.29M Buy
16,959
+5,478
+48% +$955K 0.91% 4
2023
Q1 		$1.89M Buy
11,481
+8,681
+310% +$1.28M 0.56% 4
2022
Q4 		$364K Buy
+2,800
New +$400K 0.11% 4

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Retirement Group's AAPL Position: Q3 2023 in Review

Cornerstone Retirement Group reduced its Apple (AAPL) stake by 59% in Q3 2023, selling an estimated $1.83M and leaving 7,000 shares worth $1.2M. The position accounts for 0.34% of the portfolio, ranked #8.

Cornerstone Retirement Group first reported a position in AAPL in Q4 2022 and has held it in 4 quarters since. The position peaked at $3.29M in Q2 2023. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Cornerstone Retirement Group held 7,000 shares of Apple worth $1.2M as of Q3 2023.
  • Cornerstone Retirement Group sold 9,959 Apple shares in Q3 2023, an estimated $1.83M.
  • Apple made up 0.34% of Cornerstone Retirement Group's portfolio in Q3 2023, its #8 holding.
  • Cornerstone Retirement Group first reported a position in Apple in Q4 2022 and has held it in 4 quarters since.
  • Cornerstone Retirement Group's Apple position peaked at $3.29M in Q2 2023.
  • 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.