Jackson Creek Investment Advisors’s Apple AAPL Stock Holding History

Jackson Creek Investment 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	-7,058	Closed	-$1.49M	–	294
2024 Q2	$1.49M	Sell	7,058 -942	-12%	-$176K	0.54%	24
2024 Q1	$1.37M	Hold	8,000	–	–	0.49%	25
2023 Q4	$1.54M	Hold	8,000	–	–	0.59%	10
2023 Q3	$1.37M	Hold	8,000	–	–	0.58%	15
2023 Q2	$1.55M	Sell	8,000 -300	-4%	-$52.3K	0.62%	10
2023 Q1	$1.37M	Buy	+8,300	New	+$1.22M	0.57%	11

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

Jackson Creek Investment Advisors's AAPL Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of Apple (AAPL) in Q3 2024, closing a stake of 7,058 shares — an estimated $1.49M sold.

Jackson Creek Investment Advisors first reported a position in AAPL in Q1 2023 and held it in 6 quarters. The position peaked at $1.55M in Q2 2023. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Jackson Creek Investment Advisors reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
Jackson Creek Investment Advisors sold 7,058 Apple shares in Q3 2024, an estimated $1.49M.
Jackson Creek Investment Advisors first reported a position in Apple in Q1 2023 and held it in 6 quarters.
Jackson Creek Investment Advisors's Apple position peaked at $1.55M in Q2 2023.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.