HHLR Advisors’s Apple AAPL Stock Holding History

HHLR 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
2024 Q3	–	Sell	-40,500	Closed	-$8.53M	–	49
2024 Q2	$8.53M	Buy	40,500 +28,800	+246%	+$5.37M	0.21%	37
2024 Q1	$2.01M	Buy	+11,700	New	+$2.13M	0.04%	49
2021 Q3	–	Sell	-200,000	Closed	-$27.4M	–	86
2021 Q2	$27.4M	Hold	200,000	–	–	0.28%	45
2021 Q1	$24.4M	Sell	200,000 -100,000	-33%	-$12.8M	0.24%	43
2020 Q4	$39.8M	Buy	+300,000	New	+$36.1M	0.32%	40
2019 Q4	–	Sell	-511,036	Closed	-$28.6M	–	55
2019 Q3	$28.6M	Buy	+511,036	New	+$26.7M	0.39%	34

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

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

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

HHLR Advisors's AAPL Position: Q3 2024 in Review

HHLR Advisors sold out of Apple (AAPL) in Q3 2024, closing a stake of 40,500 shares — an estimated $8.53M sold.

HHLR Advisors first reported a position in AAPL in Q3 2019 and held it in 6 quarters. The position peaked at $39.8M in Q4 2020. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

HHLR Advisors reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
HHLR Advisors sold 40,500 Apple shares in Q3 2024, an estimated $8.53M.
HHLR Advisors first reported a position in Apple in Q3 2019 and held it in 6 quarters.
HHLR Advisors's Apple position peaked at $39.8M in Q4 2020.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on HHLR Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.