Kula Investments’s Apple AAPL Stock Holding History

Kula Investments’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 Q1	–	Sell	-4,333	Closed	-$563K	–	577
2022 Q4	$563K	Buy	+4,333	New	+$619K	0.17%	174

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

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

Norges Bank Oslo, Norway $935B AUM

Kula Investments's AAPL Position: Q1 2023 in Review

Kula Investments sold out of Apple (AAPL) in Q1 2023, closing a stake of 4,333 shares — an estimated $563K sold.

Kula Investments first reported a position in AAPL in Q4 2022 and held it in 1 quarter. The position peaked at $563K in Q4 2022. 4,512 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

Kula Investments reported no remaining Apple position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 4,333 Apple shares in Q1 2023, an estimated $563K.
Kula Investments first reported a position in Apple in Q4 2022 and held it in 1 quarter.
Kula Investments's Apple position peaked at $563K in Q4 2022.
4,512 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.