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HC Financial Advisors’s Apple AAPL Stock Holding History

HC Financial Advisors’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
Q2 		$8.01M Buy
58,578
+563
+1% +$85.3K 5.36% 1
2022
Q1 		$10.1M Buy
58,015
+217
+0.4% +$36.5K 6.03% 1
2021
Q4 		$10.3M Sell
57,798
-494
-0.8% -$78.1K 5.7% 1
2021
Q3 		$8.25M Sell
58,292
-489
-0.8% -$72K 4.95% 2
2021
Q2 		$8.05M Sell
58,781
-1,495
-2% -$194K 4.69% 2
2021
Q1 		$7.36M Sell
60,276
-3,091
-5% -$397K 4.49% 2
2020
Q4 		$8.41M Sell
63,367
-1,788
-3% -$215K 5.39% 2
2020
Q3 		$7.55M Sell
65,155
-7,709
-11% -$841K 5.41% 2
2020
Q2 		$6.64M Sell
72,864
-232
-0.3% -$18K 5.19% 2
2020
Q1 		$4.65M Sell
73,096
-8,336
-10% -$613K 4.15% 2
2019
Q4 		$5.98M Sell
81,432
-304
-0.4% -$19.6K 4.7% 2
2019
Q3 		$4.58M Sell
81,736
-4,196
-5% -$219K 3.92% 3
2019
Q2 		$4.25M Sell
85,932
-4,784
-5% -$233K 4.24% 4
2019
Q1 		$4.31M Buy
90,716
+2,448
+3% +$104K 4.52% 2
2018
Q4 		$3.48M Sell
88,268
-2,664
-3% -$129K 7.77% 3
2018
Q3 		$5.13M Sell
90,932
-1,052
-1% -$54.8K 4.54% 2
2018
Q2 		$4.26M Sell
91,984
-4,332
-4% -$196K 4.15% 2
2018
Q1 		$4.04M Sell
96,316
-472
-0.5% -$20.3K 3.99% 3
2017
Q4 		$4.09M Buy
+96,788
New +$4.04M 3.96% 2

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

HC Financial Advisors's AAPL Position: Q2 2022 in Review

HC Financial Advisors increased its Apple (AAPL) stake by 0.97% in Q2 2022, buying an estimated $85.3K and bringing the position to 58,578 shares worth $8.01M. The position accounts for 5.36% of the portfolio, ranked #1.

HC Financial Advisors first reported a position in AAPL in Q4 2017 and has held it in 19 quarters since. The position peaked at $10.3M in Q4 2021. 4,327 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • HC Financial Advisors held 58,578 shares of Apple worth $8.01M as of Q2 2022.
  • HC Financial Advisors bought 563 Apple shares in Q2 2022, an estimated $85.3K.
  • Apple made up 5.36% of HC Financial Advisors's portfolio in Q2 2022, its #1 holding.
  • HC Financial Advisors first reported a position in Apple in Q4 2017 and has held it in 19 quarters since.
  • HC Financial Advisors's Apple position peaked at $10.3M in Q4 2021.
  • 4,327 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.