Eldred Rock Partners’s Apple AAPL Stock Holding History

Eldred Rock Partners’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 Q4	–	Sell	-1,152	Closed	-$268K	–	31
2024 Q3	$268K	Buy	+1,152	New	+$257K	0.09%	31

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Eldred Rock Partners's AAPL Position: Q4 2024 in Review

Eldred Rock Partners sold out of Apple (AAPL) in Q4 2024, closing a stake of 1,152 shares — an estimated $268K sold.

Eldred Rock Partners first reported a position in AAPL in Q3 2024 and held it in 1 quarter. The position peaked at $268K in Q3 2024. 5,661 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Eldred Rock Partners reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
Eldred Rock Partners sold 1,152 Apple shares in Q4 2024, an estimated $268K.
Eldred Rock Partners first reported a position in Apple in Q3 2024 and held it in 1 quarter.
Eldred Rock Partners's Apple position peaked at $268K in Q3 2024.
5,661 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Eldred Rock Partners's 13F filing for Q4 2024, filed 16 Jan 2025.