Coulter & Justus Financial Services’s Apple AAPL Stock Holding History

Coulter & Justus Financial Services’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	$4.98M	Buy	29,048 +26,380	+989%	+$4.8M	1.11%	32
2023 Q4	$514K	Buy	2,668 +9	+0.3%	+$1.66K	0.35%	21
2023 Q3	$455K	Buy	2,659 +2	+0.1%	+$367	0.33%	26
2023 Q2	$515K	Buy	2,657 +2	+0.1%	+$349	0.35%	28
2023 Q1	$438K	Buy	2,655 +3	+0.1%	+$443	0.29%	31
2022 Q4	$345K	Buy	2,652 +6	+0.2%	+$857	0.23%	36
2022 Q3	$366K	Buy	2,646 +2	+0.1%	+$314	0.28%	29
2022 Q2	$361K	Sell	2,644 -1,365	-34%	-$207K	0.29%	32
2022 Q1	$700K	Buy	4,009 +1,043	+35%	+$175K	0.25%	9
2021 Q4	$527K	Buy	+2,966	New	+$469K	0.41%	30

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

Coulter & Justus Financial Services's AAPL Position: Q1 2024 in Review

Coulter & Justus Financial Services increased its Apple (AAPL) stake by 989% in Q1 2024, buying an estimated $4.8M and bringing the position to 29,048 shares worth $4.98M. The position accounts for 1.11% of the portfolio, ranked #32.

Coulter & Justus Financial Services first reported a position in AAPL in Q4 2021 and has held it in 10 quarters since. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

Coulter & Justus Financial Services held 29,048 shares of Apple worth $4.98M as of Q1 2024.
Coulter & Justus Financial Services bought 26,380 Apple shares in Q1 2024, an estimated $4.8M.
Apple made up 1.11% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #32 holding.
Coulter & Justus Financial Services first reported a position in Apple in Q4 2021 and has held it in 10 quarters since.
5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.