Hyperion Partners’s Apple AAPL Stock Holding History

Hyperion Partners’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	$5.85M	Sell	25,104 -24	-0.1%	-$5.36K	3.73%	10
2024 Q2	$5.29M	Sell	25,128 -422	-2%	-$78.7K	3.78%	10
2024 Q1	$4.38M	Sell	25,550 -639	-2%	-$116K	3.21%	10
2023 Q4	$5.04M	Sell	26,189 -2,939	-10%	-$543K	3.99%	9
2023 Q3	$4.99M	Buy	29,128 +9	+0%	+$1.65K	4.31%	9
2023 Q2	$5.65M	Buy	29,119 +520	+2%	+$90.6K	4.76%	9
2023 Q1	$4.72M	Buy	28,599 +3,015	+12%	+$445K	4.24%	9
2022 Q4	$3.32M	Buy	+25,584	New	+$3.66M	3.18%	11

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hyperion Partners's AAPL Position: Q3 2024 in Review

Hyperion Partners reduced its Apple (AAPL) stake by 0.1% in Q3 2024, selling an estimated $5.36K and leaving 25,104 shares worth $5.85M. The position accounts for 3.73% of the portfolio, ranked #10.

Hyperion Partners first reported a position in AAPL in Q4 2022 and has held it in 8 quarters since. 5,096 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Hyperion Partners held 25,104 shares of Apple worth $5.85M as of Q3 2024.
Hyperion Partners sold 24 Apple shares in Q3 2024, an estimated $5.36K.
Apple made up 3.73% of Hyperion Partners's portfolio in Q3 2024, its #10 holding.
Hyperion Partners first reported a position in Apple in Q4 2022 and has held it in 8 quarters since.
5,096 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.