LP
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Lloyd Park’s Apple AAPL Stock Holding History

Lloyd Park’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
2022
Q3 		$8.78M Sell
63,509
-1,522
-2% -$239K 10.83% 1
2022
Q2 		$8.89M Buy
65,031
+2,505
+4% +$379K 9.3% 2
2022
Q1 		$10.9M Sell
62,526
-7,698
-11% -$1.29M 12.04% 1
2021
Q4 		$12.5M Buy
+70,224
New +$11.1M 6.97% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lloyd Park's AAPL Position: Q3 2022 in Review

Lloyd Park reduced its Apple (AAPL) stake by 2.3% in Q3 2022, selling an estimated $239K and leaving 63,509 shares worth $8.78M. The position accounts for 10.83% of the portfolio, ranked #1.

Lloyd Park first reported a position in AAPL in Q4 2021 and has held it in 4 quarters since. The position peaked at $12.5M in Q4 2021. 4,338 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • Lloyd Park held 63,509 shares of Apple worth $8.78M as of Q3 2022.
  • Lloyd Park sold 1,522 Apple shares in Q3 2022, an estimated $239K.
  • Apple made up 10.83% of Lloyd Park's portfolio in Q3 2022, its #1 holding.
  • Lloyd Park first reported a position in Apple in Q4 2021 and has held it in 4 quarters since.
  • Lloyd Park's Apple position peaked at $12.5M in Q4 2021.
  • 4,338 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.