KB Financial Partners’s Apple AAPL Stock Holding History

KB Financial 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
2023 Q3	$616K	Sell	3,598 -426	-11%	-$78.1K	0.18%	73
2023 Q2	$781K	Buy	4,024 +246	+7%	+$42.9K	0.21%	55
2023 Q1	$623K	Buy	3,778 +69	+2%	+$10.2K	0.18%	69
2022 Q4	$482K	Buy	3,709 +987	+36%	+$141K	0.16%	87
2022 Q3	$376K	Buy	2,722 +927	+52%	+$145K	0.13%	108
2022 Q2	$245K	Sell	1,795 -1,901	-51%	-$288K	0.08%	143
2022 Q1	$645K	Sell	3,696 -856	-19%	-$144K	0.18%	47
2021 Q4	$808K	Sell	4,552 -29	-0.6%	-$4.58K	0.23%	32
2021 Q3	$648K	Sell	4,581 -59	-1%	-$8.69K	0.24%	41
2021 Q2	$636K	Sell	4,640 -4,810	-51%	-$623K	0.24%	33
2021 Q1	$1.15M	Buy	+9,450	New	+$1.21M	0.49%	18

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KB Financial Partners's AAPL Position: Q3 2023 in Review

KB Financial Partners reduced its Apple (AAPL) stake by 11% in Q3 2023, selling an estimated $78.1K and leaving 3,598 shares worth $616K. The position accounts for 0.18% of the portfolio, ranked #73.

KB Financial Partners first reported a position in AAPL in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2021. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

KB Financial Partners held 3,598 shares of Apple worth $616K as of Q3 2023.
KB Financial Partners sold 426 Apple shares in Q3 2023, an estimated $78.1K.
Apple made up 0.18% of KB Financial Partners's portfolio in Q3 2023, its #73 holding.
KB Financial Partners first reported a position in Apple in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Apple position peaked at $1.15M in Q1 2021.
4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.