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KLR Investment Advisors’s Apple AAPL Stock Holding History

KLR 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
Q1 		$2.44M Sell
14,742
-147
-1% -$26.7K 1.77% 9
2023
Q4 		$2.87M Sell
14,889
-630
-4% -$116K 2.07% 8
2023
Q3 		$2.56M Buy
15,519
+95
+0.6% +$17.4K 2.33% 6
2023
Q2 		$2.99M Sell
15,424
-206
-1% -$35.9K 2.46% 5
2023
Q1 		$2.58M Sell
15,630
-2,578
-14% -$380K 2.27% 7
2022
Q4 		$2.37M Buy
+18,208
New +$2.6M 1.95% 9

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

KLR Investment Advisors's AAPL Position: Q1 2024 in Review

KLR Investment Advisors reduced its Apple (AAPL) stake by 0.99% in Q1 2024, selling an estimated $26.7K and leaving 14,742 shares worth $2.44M. The position accounts for 1.77% of the portfolio, ranked #9.

KLR Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.99M in Q2 2023. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • KLR Investment Advisors held 14,742 shares of Apple worth $2.44M as of Q1 2024.
  • KLR Investment Advisors sold 147 Apple shares in Q1 2024, an estimated $26.7K.
  • Apple made up 1.77% of KLR Investment Advisors's portfolio in Q1 2024, its #9 holding.
  • KLR Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Apple position peaked at $2.99M in Q2 2023.
  • 5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.