Oracle Alpha’s Apple AAPL Stock Holding History

Oracle Alpha’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	$469K	Sell	2,737 -514	-16%	-$93.5K	0.84%	26
2023 Q4	$626K	Buy	+3,251	New	+$600K	0.81%	16

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oracle Alpha's AAPL Position: Q1 2024 in Review

Oracle Alpha reduced its Apple (AAPL) stake by 16% in Q1 2024, selling an estimated $93.5K and leaving 2,737 shares worth $469K. The position accounts for 0.84% of the portfolio, ranked #26.

Oracle Alpha first reported a position in AAPL in Q4 2023 and has held it in 2 quarters since. The position peaked at $626K in Q4 2023. 5,012 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

Oracle Alpha held 2,737 shares of Apple worth $469K as of Q1 2024.
Oracle Alpha sold 514 Apple shares in Q1 2024, an estimated $93.5K.
Apple made up 0.84% of Oracle Alpha's portfolio in Q1 2024, its #26 holding.
Oracle Alpha first reported a position in Apple in Q4 2023 and has held it in 2 quarters since.
Oracle Alpha's Apple position peaked at $626K in Q4 2023.
5,012 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.