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Daniel L. Goodwin’s Apple AAPL Stock Holding History

Daniel L. Goodwin’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
2014
Q3 		– Sell
-28,000
Closed -$651K – 112
2014
Q2 		$651K Hold
28,000
– – 0.12% 56
2014
Q1 		$537K Buy
+28,000
New +$533K 0.1% 70

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

Daniel L. Goodwin's AAPL Position: Q3 2023 in Review

Daniel L. Goodwin reduced its Apple (AAPL) stake by 0.15% in Q3 2023, selling an estimated $3.67K and leaving 13,496 shares worth $2.31M. The position accounts for 1.12% of the portfolio, ranked #13.

Daniel L. Goodwin first reported a position in AAPL in Q1 2014 and has held it in 39 quarters since. The position peaked at $2.7M in Q3 2019. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Daniel L. Goodwin held 13,496 shares of Apple worth $2.31M as of Q3 2023.
  • Daniel L. Goodwin sold 20 Apple shares in Q3 2023, an estimated $3.67K.
  • Apple made up 1.12% of Daniel L. Goodwin's portfolio in Q3 2023, its #13 holding.
  • Daniel L. Goodwin first reported a position in Apple in Q1 2014 and has held it in 39 quarters since.
  • Daniel L. Goodwin's Apple position peaked at $2.7M in Q3 2019.
  • 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.