One Capital Management’s Apple AAPL Stock Holding History

One Capital Management’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
2014 Q4	–	Sell	-28	Closed	-$17K	–	142
2014 Q3	$17K	Buy	+28	New	+$687	0.01%	369

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

One Capital Management's AAPL Position: Q4 2022 in Review

One Capital Management sold out of Apple (AAPL) in Q4 2022, closing a stake of 9,060 shares — an estimated $1.25M sold.

One Capital Management first reported a position in AAPL in Q1 2014 and held it in 34 quarters. The position peaked at $53.5M in Q1 2022. 4,546 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

One Capital Management reported no remaining Apple position as of Q4 2022 after selling out during the quarter.
One Capital Management sold 9,060 Apple shares in Q4 2022, an estimated $1.25M.
One Capital Management first reported a position in Apple in Q1 2014 and held it in 34 quarters.
One Capital Management's Apple position peaked at $53.5M in Q1 2022.
4,546 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on One Capital Management's 13F filing for Q4 2022, filed 16 Feb 2023.