EPIQ Capital Group’s Apple AAPL Stock Holding History

EPIQ Capital Group’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	$4.5M	Buy	17,978 +18	+0.1%	+$4.24K	1.17%	14
2024 Q3	$4.18M	Buy	17,960 +211	+1%	+$47.1K	1.2%	15
2024 Q2	$3.74M	Buy	17,749 +8,573	+93%	+$1.6M	1.32%	12
2024 Q1	$1.57M	Buy	9,176 +6,656	+264%	+$1.21M	0.63%	18
2023 Q4	$485K	Buy	2,520 +3	+0.1%	+$554	0.23%	32
2023 Q3	$431K	Buy	2,517 +4	+0.2%	+$734	0.23%	32
2023 Q2	$488K	Buy	2,513 +3	+0.1%	+$523	0.26%	30
2023 Q1	$414K	Sell	2,510 -196	-7%	-$28.9K	0.22%	33
2022 Q4	$352K	Buy	2,706 +1	+0%	+$143	0.2%	34
2022 Q3	$374K	Sell	2,705 -41	-1%	-$6.43K	0.2%	32
2022 Q2	$375K	Buy	2,746 +48	+2%	+$7.27K	0.16%	33
2022 Q1	$471K	Buy	2,698 +4	+0.1%	+$673	0.13%	36
2021 Q4	$478K	Buy	2,694 +14	+0.5%	+$2.21K	0.08%	39
2021 Q3	$379K	Buy	2,680 +54	+2%	+$7.95K	0.04%	47
2021 Q2	$360K	Buy	2,626 +4	+0.2%	+$518	0.04%	42
2021 Q1	$320K	Buy	2,622 +4	+0.2%	+$513	0.04%	41
2020 Q4	$347K	Buy	2,618 +5	+0.2%	+$601	0.06%	36
2020 Q3	$303K	Buy	2,613 +5	+0.2%	+$546	0.05%	34
2020 Q2	$238K	Buy	+2,608	New	+$202K	0.04%	38

Other funds holding AAPL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return