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GYL Financial Synergies’s Apple AAPL Stock Holding History

GYL Financial Synergies’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
Q3 		$50.5M Sell
216,537
-7,519
-3% -$1.68M 3.79% 4
2024
Q2 		$47.2M Buy
224,056
+5,834
+3% +$1.09M 3.64% 4
2024
Q1 		$37.4M Buy
218,222
+8,155
+4% +$1.48M 2.93% 4
2023
Q4 		$40.4M Sell
210,067
-3,282
-2% -$606K 3.35% 4
2023
Q3 		$36.5M Buy
213,349
+4,089
+2% +$750K 3.55% 4
2023
Q2 		$40.6M Buy
209,260
+93,389
+81% +$16.3M 3.69% 4
2023
Q1 		$19.1M Sell
115,871
-2,381
-2% -$351K 2.29% 4
2022
Q4 		$15.4M Buy
118,252
+6,614
+6% +$945K 3.33% 6
2022
Q3 		$15.4M Sell
111,638
-7,564
-6% -$1.19M 4.21% 4
2022
Q2 		$16.3M Buy
119,202
+1,247
+1% +$189K 4.45% 4
2022
Q1 		$20.6M Sell
117,955
-313
-0.3% -$52.6K 4.93% 5
2021
Q4 		$21M Buy
118,268
+7,802
+7% +$1.23M 5.67% 4
2021
Q3 		$15.6M Sell
110,466
-1,052
-0.9% -$155K 7.99% 1
2021
Q2 		$15.3M Sell
111,518
-10,061
-8% -$1.3M 7.89% 1
2021
Q1 		$14.9M Buy
121,579
+2,919
+2% +$375K 8.18% 1
2020
Q4 		$15.7M Buy
118,660
+637
+0.5% +$76.6K 9.07% 1
2020
Q3 		$13.7M Buy
118,023
+331
+0.3% +$36.1K 8.96% 1
2020
Q2 		$10.7M Sell
117,692
-36,784
-24% -$2.85M 7.77% 1
2020
Q1 		$9.82M Buy
154,476
+5,196
+3% +$382K 6.28% 3
2019
Q4 		$11M Buy
149,280
+1,580
+1% +$102K 4.85% 5
2019
Q3 		$8.27M Sell
147,700
-76
-0.1% -$3.97K 4.11% 5
2019
Q2 		$7.31M Sell
147,776
-2,484
-2% -$121K 3.87% 6
2019
Q1 		$7.14M Sell
150,260
-1,484
-1% -$62.9K 4.01% 5
2018
Q4 		$5.98M Buy
+151,744
New +$7.36M 4.34% 5

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GYL Financial Synergies's AAPL Position: Q3 2024 in Review

GYL Financial Synergies reduced its Apple (AAPL) stake by 3.4% in Q3 2024, selling an estimated $1.68M and leaving 216,537 shares worth $50.5M. The position accounts for 3.79% of the portfolio, ranked #4.

GYL Financial Synergies first reported a position in AAPL in Q4 2018 and has held it in 24 quarters since. 5,096 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • GYL Financial Synergies held 216,537 shares of Apple worth $50.5M as of Q3 2024.
  • GYL Financial Synergies sold 7,519 Apple shares in Q3 2024, an estimated $1.68M.
  • Apple made up 3.79% of GYL Financial Synergies's portfolio in Q3 2024, its #4 holding.
  • GYL Financial Synergies first reported a position in Apple in Q4 2018 and has held it in 24 quarters since.
  • 5,096 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.