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HYA Advisors’s Apple AAPL Stock Holding History

HYA 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 		$5.68M Sell
41,552
-1,447
-3% -$219K 2.23% 11
2022
Q1 		$7.51M Sell
42,999
-5,999
-12% -$1.01M 2.6% 8
2021
Q4 		$8.7M Buy
48,998
+2,752
+6% +$435K 3.12% 7
2021
Q3 		$6.6M Sell
46,246
-344
-0.7% -$50.6K 2.67% 7
2021
Q2 		$6.38M Buy
46,590
+8,167
+21% +$1.06M 2.67% 9
2021
Q1 		$4.69M Buy
38,423
+593
+2% +$76.1K 2.22% 11
2020
Q4 		$5.02M Sell
37,830
-587
-2% -$70.6K 2.66% 8
2020
Q3 		$4.45M Buy
38,417
+1,085
+3% +$118K 2.69% 8
2020
Q2 		$3.4M Buy
37,332
+1,256
+3% +$97.3K 2.24% 12
2020
Q1 		$2.29M Buy
36,076
+2,644
+8% +$194K 1.89% 12
2019
Q4 		$2.45M Buy
+33,432
New +$2.15M 1.57% 17

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

HYA Advisors's AAPL Position: Q2 2022 in Review

HYA Advisors reduced its Apple (AAPL) stake by 3.4% in Q2 2022, selling an estimated $219K and leaving 41,552 shares worth $5.68M. The position accounts for 2.23% of the portfolio, ranked #11.

HYA Advisors first reported a position in AAPL in Q4 2019 and has held it in 11 quarters since. The position peaked at $8.7M in Q4 2021. 4,326 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • HYA Advisors held 41,552 shares of Apple worth $5.68M as of Q2 2022.
  • HYA Advisors sold 1,447 Apple shares in Q2 2022, an estimated $219K.
  • Apple made up 2.23% of HYA Advisors's portfolio in Q2 2022, its #11 holding.
  • HYA Advisors first reported a position in Apple in Q4 2019 and has held it in 11 quarters since.
  • HYA Advisors's Apple position peaked at $8.7M in Q4 2021.
  • 4,326 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.