Gyroscope Capital Management Group’s Apple AAPL Stock Holding History

Gyroscope Capital Management 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
2022 Q1	–	Sell	-40	Closed	-$7K	–	110
2021 Q4	$7K	Buy	+40	New	+$6.32K	﹤0.01%	117
2019 Q1	–	Sell	-5,000,000	Closed	-$180K	–	125
2018 Q4	$180K	Buy	+5,000,000	New	+$242M	0.07%	140
2018 Q3	–	Sell	-172,000	Closed	-$26K	–	113
2018 Q2	$26K	Buy	172,000 +52,000	+43%	+$2.36M	0.01%	111
2018 Q1	$13K	Buy	+120,000	New	+$5.17M	0.01%	107
2015 Q1	–	Sell	-44,000	Closed	-$4K	–	63
2014 Q4	$4K	Buy	+44,000	New	+$1.2M	﹤0.01%	76

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gyroscope Capital Management Group's AAPL Position: Q3 2023 in Review

Gyroscope Capital Management Group reduced its Apple (AAPL) stake by 2.5% in Q3 2023, selling an estimated $390K and leaving 81,887 shares worth $14M. The position accounts for 3.22% of the portfolio, ranked #2.

Gyroscope Capital Management Group first reported a position in AAPL in Q4 2014 and has held it in 36 quarters since. The position peaked at $16.3M in Q2 2023. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

Gyroscope Capital Management Group held 81,887 shares of Apple worth $14M as of Q3 2023.
Gyroscope Capital Management Group sold 2,128 Apple shares in Q3 2023, an estimated $390K.
Apple made up 3.22% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #2 holding.
Gyroscope Capital Management Group first reported a position in Apple in Q4 2014 and has held it in 36 quarters since.
Gyroscope Capital Management Group's Apple position peaked at $16.3M in Q2 2023.
4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.