Kiwi Wealth Investments Limited Partnership’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,192
| Closed | -$718K | – | 5 |
|
|
2023
Q3 | $718K | Sell |
4,192
-540,327
| -99% | -$99.1M | 0.08% | 38 |
|
|
2023
Q2 | $106M | Sell |
544,519
-58,476
| -10% | -$10.2M | 6.53% | 2 |
|
|
2023
Q1 | $99.4M | Sell |
602,995
-1,025
| -0.2% | -$151K | 6.45% | 2 |
|
|
2022
Q4 | $78.5M | Sell |
604,020
-115,550
| -16% | -$16.5M | 5.22% | 2 |
|
|
2022
Q3 | $98.4M | Hold |
719,570
| – | – | 6.81% | 1 |
|
|
2022
Q2 | $98.4M | Buy |
719,570
+57,594
| +9% | +$8.72M | 6.81% | 1 |
|
|
2022
Q1 | $116M | Buy |
661,976
+45,950
| +7% | +$7.73M | 6.25% | 1 |
|
|
2021
Q4 | $109M | Sell |
616,026
-65,628
| -10% | -$10.4M | 5.17% | 2 |
|
|
2021
Q3 | $96.5M | Buy |
681,654
+75,904
| +13% | +$11.2M | 4.92% | 2 |
|
|
2021
Q2 | $83M | Sell |
605,750
-111,627
| -16% | -$14.5M | 4.29% | 4 |
|
|
2021
Q1 | $87.6M | Buy |
717,377
+64,538
| +10% | +$8.28M | 5.07% | 2 |
|
|
2020
Q4 | $86.6M | Buy |
652,839
+36,230
| +6% | +$4.36M | 5.1% | 1 |
|
|
2020
Q3 | $71.4M | Buy |
616,609
+41,601
| +7% | +$4.54M | 4.99% | 1 |
|
|
2020
Q2 | $52.4M | Sell |
575,008
-119,240
| -17% | -$9.24M | 4.25% | 2 |
|
|
2020
Q1 | $44.1M | Sell |
694,248
-66,884
| -9% | -$4.92M | 4.44% | 1 |
|
|
2019
Q4 | $55.9M | Buy |
761,132
+39,892
| +6% | +$2.57M | 4.11% | 4 |
|
|
2019
Q3 | $40.4M | Buy |
721,240
+48,184
| +7% | +$2.52M | 3.25% | 4 |
|
|
2019
Q2 | $33.3M | Sell |
673,056
-73,036
| -10% | -$3.56M | 2.91% | 5 |
|
|
2019
Q1 | $35.4M | Sell |
746,092
-94,032
| -11% | -$3.99M | 3.22% | 3 |
|
|
2018
Q4 | $33.1M | Buy |
840,124
+61,844
| +8% | +$3M | 3.47% | 3 |
|
|
2018
Q3 | $43.9M | Sell |
778,280
-79,568
| -9% | -$4.14M | 4.13% | 3 |
|
|
2018
Q2 | $39.7M | Buy |
857,848
+224,064
| +35% | +$10.2M | 3.77% | 2 |
|
|
2018
Q1 | $26.6M | Sell |
633,784
-83,344
| -12% | -$3.59M | 2.62% | 4 |
|
|
2017
Q4 | $30.3M | Buy |
717,128
+15,384
| +2% | +$643K | 3.32% | 2 |
|
|
2017
Q3 | $27M | Buy |
701,744
+187,452
| +36% | +$7.27M | 3.26% | 2 |
|
|
2017
Q2 | $18.5M | Sell |
514,292
-274,620
| -35% | -$10.2M | 1.69% | 6 |
|
|
2017
Q1 | $28.3M | Buy |
788,912
+240,164
| +44% | +$7.91M | 2.33% | 3 |
|
|
2016
Q4 | $15.9M | Sell |
548,748
-364,808
| -40% | -$10.3M | 1.35% | 10 |
|
|
2016
Q3 | $25.8M | Buy |
913,556
+166,552
| +22% | +$4.41M | 2.23% | 3 |
|
|
2016
Q2 | $17.9M | Sell |
747,004
-390,816
| -34% | -$9.71M | 1.74% | 5 |
|
|
2016
Q1 | $31M | Buy |
1,137,820
+345,048
| +44% | +$8.6M | 3.17% | 3 |
|
|
2015
Q4 | $20.9M | Buy |
792,772
+48,308
| +6% | +$1.38M | 2.33% | 12 |
|
|
2015
Q3 | $20.5M | Buy |
744,464
+232,320
| +45% | +$6.81M | 2.41% | 10 |
|
|
2015
Q2 | $16.1M | Sell |
512,144
-179,016
| -26% | -$5.73M | 1.71% | 20 |
|
|
2015
Q1 | $21.5M | Sell |
691,160
-438,884
| -39% | -$13.3M | 2.19% | 13 |
|
|
2014
Q4 | $31.2M | Buy |
1,130,044
+139,300
| +14% | +$3.79M | 3.11% | 8 |
|
|
2014
Q3 | $25M | Sell |
990,744
-157,324
| -14% | -$3.86M | 2.34% | 7 |
|
|
2014
Q2 | $26.7M | Sell |
1,148,068
-1,070,596
| -48% | -$22.8M | 2.74% | 8 |
|
|
2014
Q1 | $42.5M | Buy |
2,218,664
+172,760
| +8% | +$3.29M | 5.18% | 2 |
|
|
2013
Q4 | $41M | Buy |
2,045,904
+480,676
| +31% | +$9.08M | 5.18% | 2 |
|
|
2013
Q3 | $26.7M | Buy |
1,565,228
+222,992
| +17% | +$3.7M | 4.06% | 3 |
|
|
2013
Q2 | $19M | Buy |
+1,342,236
| New | +$20.6M | 3.41% | 6 |
|
Other funds holding AAPL
Kiwi Wealth Investments Limited Partnership's AAPL Position: Q4 2023 in Review
Kiwi Wealth Investments Limited Partnership sold out of Apple (AAPL) in Q4 2023, closing a stake of 4,192 shares — an estimated $718K sold.
Kiwi Wealth Investments Limited Partnership first reported a position in AAPL in Q2 2013 and held it in 42 quarters. The position peaked at $116M in Q1 2022. 4,966 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.
- Kiwi Wealth Investments Limited Partnership reported no remaining Apple position as of Q4 2023 after selling out during the quarter.
- Kiwi Wealth Investments Limited Partnership sold 4,192 Apple shares in Q4 2023, an estimated $718K.
- Kiwi Wealth Investments Limited Partnership first reported a position in Apple in Q2 2013 and held it in 42 quarters.
- Kiwi Wealth Investments Limited Partnership's Apple position peaked at $116M in Q1 2022.
- 4,966 funds tracked by Wall St. Rank held Apple as of Q4 2023.
Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.