Duality Advisers’s Apple AAPL Stock Holding History

Duality Advisers’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	-19,816	Closed	-$3.82M	–	574
2023 Q4	$3.82M	Buy	+19,816	New	+$3.66M	0.4%	61
2023 Q1	–	Sell	-40,385	Closed	-$5.25M	–	530
2022 Q4	$5.25M	Buy	40,385 +4,821	+14%	+$689K	0.6%	11
2022 Q3	$4.92M	Sell	35,564 -6,143	-15%	-$964K	0.54%	31
2022 Q2	$5.7M	Buy	41,707 +28,592	+218%	+$4.33M	0.56%	11
2022 Q1	$2.29M	Sell	13,115 -24,259	-65%	-$4.08M	0.25%	135
2021 Q4	$6.64M	Buy	+37,374	New	+$5.91M	0.72%	4
2021 Q3	–	Sell	-64,248	Closed	-$8.8M	–	501
2021 Q2	$8.8M	Buy	+64,248	New	+$8.32M	0.78%	4
2019 Q4	–	Sell	-114,560	Closed	-$6.42M	–	364
2019 Q3	$6.42M	Sell	114,560 -20,160	-15%	-$1.05M	0.36%	87
2019 Q2	$6.67M	Buy	134,720 +89,360	+197%	+$4.35M	0.59%	40
2019 Q1	$2.15M	Sell	45,360 -292,440	-87%	-$12.4M	0.13%	159
2018 Q4	$13.3M	Buy	+337,800	New	+$16.4M	0.78%	24

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

Duality Advisers's AAPL Position: Q1 2024 in Review

Duality Advisers sold out of Apple (AAPL) in Q1 2024, closing a stake of 19,816 shares — an estimated $3.82M sold.

Duality Advisers first reported a position in AAPL in Q4 2018 and held it in 11 quarters. The position peaked at $13.3M in Q4 2018. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

Duality Advisers reported no remaining Apple position as of Q1 2024 after selling out during the quarter.
Duality Advisers sold 19,816 Apple shares in Q1 2024, an estimated $3.82M.
Duality Advisers first reported a position in Apple in Q4 2018 and held it in 11 quarters.
Duality Advisers's Apple position peaked at $13.3M in Q4 2018.
5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.