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Freed Investment Group’s Apple AAPL Stock Holding History

Freed Investment 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
2021
Q3 		$8.38M Buy
59,199
+2,489
+4% +$366K 6.39% 3
2021
Q2 		$7.77M Buy
56,710
+2,015
+4% +$261K 6.03% 3
2021
Q1 		$6.68M Sell
54,695
-556
-1% -$71.4K 5.83% 3
2020
Q4 		$7.33M Buy
+55,251
New +$6.65M 6.73% 3

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freed Investment Group's AAPL Position: Q3 2021 in Review

Freed Investment Group increased its Apple (AAPL) stake by 4.4% in Q3 2021, buying an estimated $366K and bringing the position to 59,199 shares worth $8.38M. The position accounts for 6.39% of the portfolio, ranked #3.

Freed Investment Group first reported a position in AAPL in Q4 2020 and has held it in 4 quarters since. 3,844 funds tracked by Wall St. Rank hold AAPL as of Q3 2021.

  • Freed Investment Group held 59,199 shares of Apple worth $8.38M as of Q3 2021.
  • Freed Investment Group bought 2,489 Apple shares in Q3 2021, an estimated $366K.
  • Apple made up 6.39% of Freed Investment Group's portfolio in Q3 2021, its #3 holding.
  • Freed Investment Group first reported a position in Apple in Q4 2020 and has held it in 4 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Apple as of Q3 2021.

Based on Freed Investment Group's 13F filing for Q3 2021, filed 15 Nov 2021.