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DSC Advisors’s Apple AAPL Stock Holding History

DSC Advisors’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
2020
Q4 		– Sell
-50,000
Closed -$5.79M – 50
2020
Q3 		$5.79M Buy
+50,000
New +$5.46M 3.87% 8
2015
Q4 		– Sell
-200,000
Closed -$128K – 61
2015
Q3 		$128K Buy
+200,000
New +$5.87M 0.06% 59

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DSC Advisors's AAPL Position: Q3 2024 in Review

DSC Advisors reduced its Apple (AAPL) stake by 12% in Q3 2024, selling an estimated $39.5K and leaving 1,300 shares worth $303K. The position accounts for 2.76% of the portfolio, ranked #13.

DSC Advisors first reported a position in AAPL in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.76M in Q1 2014. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • DSC Advisors held 1,300 shares of Apple worth $303K as of Q3 2024.
  • DSC Advisors sold 177 Apple shares in Q3 2024, an estimated $39.5K.
  • Apple made up 2.76% of DSC Advisors's portfolio in Q3 2024, its #13 holding.
  • DSC Advisors first reported a position in Apple in Q2 2013 and has held it in 41 quarters since.
  • DSC Advisors's Apple position peaked at $3.76M in Q1 2014.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on DSC Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.