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Lee Financial Group Hawaii’s Apple AAPL Stock Holding History

Lee Financial Group Hawaii’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 		$358K Sell
1,872
-4
-0.2% -$727 0.28% 28
2023
Q4 		$361K Hold
1,876
– – 0.31% 29
2023
Q3 		$321K Buy
1,876
+123
+7% +$22.6K 0.29% 28
2023
Q2 		$289K Hold
1,753
– – 0.26% 28
2023
Q1 		$289K Hold
1,753
– – 0.3% 20
2022
Q4 		$228K Sell
1,753
-330,271
-99% -$47.2M 0.22% 25
2022
Q3 		$2.4M Buy
332,024
+329,622
+13,723% +$51.7M 1.93% 11
2022
Q2 		$328K Sell
2,402
-1,368
-36% -$207K 0.32% 27
2022
Q1 		$658K Buy
3,770
+1,369
+57% +$230K 0.45% 21
2021
Q4 		$426K Sell
2,401
-299
-11% -$47.3K 0.31% 29
2021
Q3 		$382K Sell
2,700
-1,270
-32% -$187K 0.28% 32
2021
Q2 		$544K Buy
3,970
+10
+0.3% +$1.3K 0.39% 26
2021
Q1 		$484K Buy
+3,960
New +$508K 0.4% 21
2020
Q4 		– Sell
-4,841
Closed -$561K – 43
2020
Q3 		$561K Buy
4,841
+1,641
+51% +$179K 0.47% 33
2020
Q2 		$292K Sell
3,200
-1,272
-28% -$98.6K 0.25% 37
2020
Q1 		$284K Buy
4,472
+4
+0.1% +$294 0.33% 24
2019
Q4 		$328K Hold
4,468
– – 0.26% 26
2019
Q3 		$250K Buy
4,468
+8
+0.2% +$418 0.22% 25
2019
Q2 		$221K Sell
4,460
-276
-6% -$13.4K 0.19% 29
2019
Q1 		$225K Buy
+4,736
New +$201K 0.21% 33
2018
Q4 		– Sell
-8,116
Closed -$458K – 29
2018
Q3 		$458K Buy
8,116
+16
+0.2% +$833 0.41% 30
2018
Q2 		$375K Sell
8,100
-808
-9% -$36.6K 0.35% 29
2018
Q1 		$374K Sell
8,908
-2,008
-18% -$86.4K 0.36% 28
2017
Q4 		$462K Buy
+10,916
New +$456K 0.43% 33

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Financial Group Hawaii's AAPL Position: Q1 2024 in Review

Lee Financial Group Hawaii reduced its Apple (AAPL) stake by 0.21% in Q1 2024, selling an estimated $727 and leaving 1,872 shares worth $358K. The position accounts for 0.28% of the portfolio, ranked #28.

Lee Financial Group Hawaii first reported a position in AAPL in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.4M in Q3 2022. 5,022 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Lee Financial Group Hawaii held 1,872 shares of Apple worth $358K as of Q1 2024.
  • Lee Financial Group Hawaii sold 4 Apple shares in Q1 2024, an estimated $727.
  • Apple made up 0.28% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #28 holding.
  • Lee Financial Group Hawaii first reported a position in Apple in Q4 2017 and has held it in 24 quarters since.
  • Lee Financial Group Hawaii's Apple position peaked at $2.4M in Q3 2022.
  • 5,022 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.