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La Financiere de L'Echiquier’s Apple AAPL Stock Holding History

La Financiere de L'Echiquier’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
Q2 		$2.61M Sell
12,374
-1,554
-11% -$290K 0.11% 60
2024
Q1 		$2.39M Buy
13,928
+2,920
+27% +$531K 0.1% 59
2023
Q4 		$2.12M Buy
11,008
+946
+9% +$175K 0.1% 63
2023
Q3 		$1.72M Buy
10,062
+1,088
+12% +$200K 0.09% 69
2023
Q2 		$1.74M Sell
8,974
-3,485
-28% -$607K 0.09% 67
2023
Q1 		$2.05M Buy
12,459
+6,852
+122% +$1.01M 0.11% 64
2022
Q4 		$729K Buy
5,607
+1,212
+28% +$173K 0.05% 72
2022
Q3 		$608K Sell
4,395
-1,100
-20% -$173K 0.04% 76
2022
Q2 		$752K Sell
5,495
-403
-7% -$61K 0.04% 81
2022
Q1 		$1.03M Sell
5,898
-1,718
-23% -$289K 0.04% 88
2021
Q4 		$1.35M Buy
7,616
+1,535
+25% +$243K 0.05% 86
2021
Q3 		$861K Sell
6,081
-4,240
-41% -$624K 0.03% 91
2021
Q2 		$1.41M Buy
10,321
+3,236
+46% +$419K 0.05% 77
2021
Q1 		$866K Buy
7,085
+4,258
+151% +$547K 0.04% 70
2020
Q4 		$376K Buy
2,827
+730
+35% +$87.8K 0.02% 77
2020
Q3 		$243K Sell
2,097
-1,291
-38% -$141K 0.02% 76
2020
Q2 		$309K Hold
3,388
– – 0.02% 65
2020
Q1 		$215K Hold
3,388
– – 0.03% 63
2019
Q4 		$249K Sell
3,388
-1,520
-31% -$97.8K 0.03% 57
2019
Q3 		$275K Sell
4,908
-308
-6% -$16.1K 0.03% 53
2019
Q2 		$258K Sell
5,216
-4,400
-46% -$214K 0.04% 49
2019
Q1 		$457K Sell
9,616
-4,384
-31% -$186K 0.08% 44
2018
Q4 		$552K Buy
+14,000
New +$679K 0.11% 44
2016
Q4 		– Sell
-72,000
Closed -$2.04M – 37
2016
Q3 		$2.04M Sell
72,000
-54,800
-43% -$1.45M 1.43% 18
2016
Q2 		$3.03M Hold
126,800
– – 2.11% 15
2016
Q1 		$3.46M Buy
+126,800
New +$3.16M 2.51% 15

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

La Financiere de L'Echiquier's AAPL Position: Q2 2024 in Review

La Financiere de L'Echiquier reduced its Apple (AAPL) stake by 11% in Q2 2024, selling an estimated $290K and leaving 12,374 shares worth $2.61M. The position accounts for 0.11% of the portfolio, ranked #60.

La Financiere de L'Echiquier first reported a position in AAPL in Q1 2016 and has held it in 26 quarters since. The position peaked at $3.46M in Q1 2016. 5,120 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • La Financiere de L'Echiquier held 12,374 shares of Apple worth $2.61M as of Q2 2024.
  • La Financiere de L'Echiquier sold 1,554 Apple shares in Q2 2024, an estimated $290K.
  • Apple made up 0.11% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #60 holding.
  • La Financiere de L'Echiquier first reported a position in Apple in Q1 2016 and has held it in 26 quarters since.
  • La Financiere de L'Echiquier's Apple position peaked at $3.46M in Q1 2016.
  • 5,120 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.