KC
AAPL icon

Kades & Cheifetz’s Apple AAPL Stock Holding History

Kades & Cheifetz’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
Q4 		$8.36M Sell
33,373
-5,455
-14% -$1.29M 4.28% 5
2024
Q3 		$9.05M Sell
38,828
-290
-0.7% -$64.8K 5.18% 5
2024
Q2 		$8.24M Sell
39,118
-229
-0.6% -$42.7K 5.18% 5
2024
Q1 		$6.75M Sell
39,347
-610
-2% -$111K 4.32% 5
2023
Q4 		$7.69M Sell
39,957
-1,361
-3% -$251K 5.45% 4
2023
Q3 		$7.07M Sell
41,318
-302
-0.7% -$55.4K 5.6% 4
2023
Q2 		$8.07M Sell
41,620
-228
-0.5% -$39.7K 6.19% 2
2023
Q1 		$6.9M Sell
41,848
-139
-0.3% -$20.5K 5.44% 3
2022
Q4 		$5.46M Buy
+41,987
New +$6M 4.56% 5

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kades & Cheifetz's AAPL Position: Q4 2024 in Review

Kades & Cheifetz reduced its Apple (AAPL) stake by 14% in Q4 2024, selling an estimated $1.29M and leaving 33,373 shares worth $8.36M. The position accounts for 4.28% of the portfolio, ranked #5.

Kades & Cheifetz first reported a position in AAPL in Q4 2022 and has held it in 9 quarters since. The position peaked at $9.05M in Q3 2024. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Kades & Cheifetz held 33,373 shares of Apple worth $8.36M as of Q4 2024.
  • Kades & Cheifetz sold 5,455 Apple shares in Q4 2024, an estimated $1.29M.
  • Apple made up 4.28% of Kades & Cheifetz's portfolio in Q4 2024, its #5 holding.
  • Kades & Cheifetz first reported a position in Apple in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's Apple position peaked at $9.05M in Q3 2024.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.