Discovery Value Fund’s Apple AAPL Stock Holding History

Discovery Value Fund’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	–	Sell	-14,498	Closed	-$2.79M	–	8
2023 Q4	$2.79M	Sell	14,498 -1,500	-9%	-$277K	1.27%	6
2023 Q3	$2.74M	Hold	15,998	–	–	1.5%	5
2023 Q2	$3.1M	Buy	+15,998	New	+$2.79M	1.57%	5

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

Discovery Value Fund's AAPL Position: Q1 2024 in Review

Discovery Value Fund sold out of Apple (AAPL) in Q1 2024, closing a stake of 14,498 shares — an estimated $2.79M sold.

Discovery Value Fund first reported a position in AAPL in Q2 2023 and held it in 3 quarters. The position peaked at $3.1M in Q2 2023. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

Discovery Value Fund reported no remaining Apple position as of Q1 2024 after selling out during the quarter.
Discovery Value Fund sold 14,498 Apple shares in Q1 2024, an estimated $2.79M.
Discovery Value Fund first reported a position in Apple in Q2 2023 and held it in 3 quarters.
Discovery Value Fund's Apple position peaked at $3.1M in Q2 2023.
5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Discovery Value Fund's 13F filing for Q1 2024, filed 10 May 2024.