IAIM
AAPL icon

Industrial Alliance Investment Management’s Apple AAPL Stock Holding History

Industrial Alliance Investment 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
2023
Q3 		– Sell
-14,314
Closed -$2.78M – 8
2023
Q2 		$2.78M Sell
14,314
-1,247,676
-99% -$217M 1.46% 7
2023
Q1 		$208M Buy
1,261,990
+151,933
+14% +$22.4M 5.79% 2
2022
Q4 		$144M Buy
1,110,057
+97,102
+10% +$13.9M 4.01% 2
2022
Q3 		$140M Sell
1,012,955
-4,493
-0.4% -$705K 4.12% 2
2022
Q2 		$139M Sell
1,017,448
-19,978
-2% -$3.03M 3.97% 2
2022
Q1 		$181M Sell
1,037,426
-153,388
-13% -$25.8M 4.28% 2
2021
Q4 		$211M Buy
+1,190,814
New +$188M 4.88% 2

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Industrial Alliance Investment Management's AAPL Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Apple (AAPL) in Q3 2023, closing a stake of 14,314 shares — an estimated $2.78M sold.

Industrial Alliance Investment Management first reported a position in AAPL in Q4 2021 and held it in 7 quarters. The position peaked at $211M in Q4 2021. 4,606 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Apple position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 14,314 Apple shares in Q3 2023, an estimated $2.78M.
  • Industrial Alliance Investment Management first reported a position in Apple in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Apple position peaked at $211M in Q4 2021.
  • 4,606 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.