Coury Firm Asset Management’s Apple AAPL Stock Holding History

Coury Firm 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
2023 Q3	$2.36M	Buy	13,783 +1,710	+14%	+$314K	3.77%	8
2023 Q2	$2.34M	Buy	12,073 +14	+0.1%	+$2.44K	3.38%	8
2023 Q1	$1.99M	Buy	12,059 +6,249	+108%	+$922K	2.79%	8
2022 Q4	$755K	Sell	5,810 -144	-2%	-$20.6K	1.12%	18
2022 Q3	$823K	Buy	5,954 +181	+3%	+$28.4K	1.24%	15
2022 Q2	$789K	Sell	5,773 -1,291	-18%	-$196K	1.05%	17
2022 Q1	$1.23M	Sell	7,064 -342	-5%	-$57.5K	1.07%	16
2021 Q4	$1.26M	Buy	+7,406	New	+$1.17M	0.96%	16

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coury Firm Asset Management's AAPL Position: Q3 2023 in Review

Coury Firm Asset Management increased its Apple (AAPL) stake by 14% in Q3 2023, buying an estimated $314K and bringing the position to 13,783 shares worth $2.36M. The position accounts for 3.77% of the portfolio, ranked #8.

Coury Firm Asset Management first reported a position in AAPL in Q4 2021 and has held it in 8 quarters since. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

Coury Firm Asset Management held 13,783 shares of Apple worth $2.36M as of Q3 2023.
Coury Firm Asset Management bought 1,710 Apple shares in Q3 2023, an estimated $314K.
Apple made up 3.77% of Coury Firm Asset Management's portfolio in Q3 2023, its #8 holding.
Coury Firm Asset Management first reported a position in Apple in Q4 2021 and has held it in 8 quarters since.
4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.