Geller Advisors’s Aptiv APTV Stock Holding History

Geller Advisors’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,198	Closed	-$915K	–	274
2023 Q4	$915K	Buy	10,198 +2,852	+39%	+$246K	0.09%	72
2023 Q3	$724K	Buy	7,346 +1,628	+28%	+$168K	0.08%	70
2023 Q2	$584K	Buy	5,718 +1,739	+44%	+$172K	0.07%	93
2023 Q1	$446K	Buy	3,979 +193	+5%	+$21.3K	0.07%	79
2022 Q4	$353K	Sell	3,786 -288	-7%	-$27.4K	0.06%	77
2022 Q3	$319K	Sell	4,074 -80	-2%	-$7.67K	0.07%	75
2022 Q2	$370K	Buy	4,154 +11	+0.3%	+$1.12K	0.08%	70
2022 Q1	$496K	Buy	4,143 +241	+6%	+$32.1K	0.09%	57
2021 Q4	$644K	Sell	3,902 -387	-9%	-$64.6K	0.13%	47
2021 Q3	$639K	Buy	4,289 +133	+3%	+$20.7K	0.14%	49
2021 Q2	$654K	Buy	4,156 +188	+5%	+$27.6K	0.14%	35
2021 Q1	$547K	Buy	3,968 +3,552	+854%	+$517K	0.13%	43
2020 Q4	$396K	Buy	+416	New	+$46.2K	0.1%	55

Other funds holding APTV

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return