HLOC
AAPL icon

H.L. Ormond & Company’s Apple AAPL Stock Holding History

H.L. Ormond & Company’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 		$616K Buy
4,455
+1,558
+54% +$245K 0.99% 51
2022
Q2 		$396K Sell
2,897
-1,713
-37% -$259K 0.64% 64
2022
Q1 		$805K Sell
4,610
-16,864
-79% -$2.84M 0.98% 49
2021
Q4 		$3.75M Buy
+21,474
New +$3.39M 4.4% 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

H.L. Ormond & Company's AAPL Position: Q3 2022 in Review

H.L. Ormond & Company increased its Apple (AAPL) stake by 54% in Q3 2022, buying an estimated $245K and bringing the position to 4,455 shares worth $616K. The position accounts for 0.99% of the portfolio, ranked #51.

H.L. Ormond & Company first reported a position in AAPL in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.75M in Q4 2021. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • H.L. Ormond & Company held 4,455 shares of Apple worth $616K as of Q3 2022.
  • H.L. Ormond & Company bought 1,558 Apple shares in Q3 2022, an estimated $245K.
  • Apple made up 0.99% of H.L. Ormond & Company's portfolio in Q3 2022, its #51 holding.
  • H.L. Ormond & Company first reported a position in Apple in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Apple position peaked at $3.75M in Q4 2021.
  • 4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.