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FourThought Financial’s Apple AAPL Stock Holding History

FourThought Financial’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
2022
Q3 		$30.3M Buy
219,397
+13,480
+7% +$2.12M 4.48% 1
2022
Q2 		$28.2M Sell
205,917
-3,204
-2% -$485K 4.12% 1
2022
Q1 		$36.6M Buy
209,121
+3,192
+2% +$537K 4.62% 1
2021
Q4 		$36.6M Sell
205,929
-13,804
-6% -$2.18M 4.6% 1
2021
Q3 		$31.1M Sell
219,733
-2,094
-0.9% -$308K 4.15% 1
2021
Q2 		$30.4M Sell
221,827
-650
-0.3% -$84.2K 4.06% 1
2021
Q1 		$27.2M Sell
222,477
-13,315
-6% -$1.71M 3.93% 1
2020
Q4 		$31.3M Buy
+235,792
New +$28.4M 5% 1

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FourThought Financial's AAPL Position: Q3 2022 in Review

FourThought Financial increased its Apple (AAPL) stake by 6.5% in Q3 2022, buying an estimated $2.12M and bringing the position to 219,397 shares worth $30.3M. The position accounts for 4.48% of the portfolio, ranked #1.

FourThought Financial first reported a position in AAPL in Q4 2020 and has held it in 8 quarters since. The position peaked at $36.6M in Q4 2021. 4,336 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • FourThought Financial held 219,397 shares of Apple worth $30.3M as of Q3 2022.
  • FourThought Financial bought 13,480 Apple shares in Q3 2022, an estimated $2.12M.
  • Apple made up 4.48% of FourThought Financial's portfolio in Q3 2022, its #1 holding.
  • FourThought Financial first reported a position in Apple in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Apple position peaked at $36.6M in Q4 2021.
  • 4,336 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.