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Hart & Patterson Financial Group’s Apple AAPL Stock Holding History

Hart & Patterson Financial 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
2024
Q4 		$895K Sell
3,574
-192
-5% -$45.3K 0.44% 44
2024
Q3 		$877K Sell
3,766
-220
-6% -$49.1K 0.42% 44
2024
Q2 		$840K Buy
3,986
+156
+4% +$29.1K 0.42% 41
2024
Q1 		$657K Sell
3,830
-91
-2% -$16.5K 0.33% 42
2023
Q4 		$755K Buy
+3,921
New +$724K 0.39% 36

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hart & Patterson Financial Group's AAPL Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Apple (AAPL) stake by 5.1% in Q4 2024, selling an estimated $45.3K and leaving 3,574 shares worth $895K. The position accounts for 0.44% of the portfolio, ranked #44.

Hart & Patterson Financial Group first reported a position in AAPL in Q4 2023 and has held it in 5 quarters since. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Hart & Patterson Financial Group held 3,574 shares of Apple worth $895K as of Q4 2024.
  • Hart & Patterson Financial Group sold 192 Apple shares in Q4 2024, an estimated $45.3K.
  • Apple made up 0.44% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #44 holding.
  • Hart & Patterson Financial Group first reported a position in Apple in Q4 2023 and has held it in 5 quarters since.
  • 5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.