Hel Ved Capital Management’s Apple AAPL Stock Holding History

Hel Ved Capital Management’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	–	Sell	-12,780	Closed	-$2.98M	–	81
2024 Q3	$2.98M	Buy	+12,780	New	+$2.85M	1.3%	20

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hel Ved Capital Management's AAPL Position: Q4 2024 in Review

Hel Ved Capital Management sold out of Apple (AAPL) in Q4 2024, closing a stake of 12,780 shares — an estimated $2.98M sold.

Hel Ved Capital Management first reported a position in AAPL in Q3 2024 and held it in 1 quarter. The position peaked at $2.98M in Q3 2024. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Hel Ved Capital Management reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
Hel Ved Capital Management sold 12,780 Apple shares in Q4 2024, an estimated $2.98M.
Hel Ved Capital Management first reported a position in Apple in Q3 2024 and held it in 1 quarter.
Hel Ved Capital Management's Apple position peaked at $2.98M in Q3 2024.
5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Hel Ved Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.