OCA
AAPL icon

Otter Creek Advisors’s Apple AAPL Stock Holding History

Otter Creek Advisors’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 		– Sell
-22,500
Closed -$3.08M – 46
2022
Q2 		$3.08M Sell
22,500
-27,500
-55% -$4.16M 2.06% 26
2022
Q1 		$8.73M Buy
+50,000
New +$8.41M 3.53% 6
2019
Q2 		– Sell
-129,600
Closed -$6.15M – 59
2019
Q1 		$6.15M Buy
129,600
+67,600
+109% +$2.87M 1.87% 18
2018
Q4 		$2.45M Sell
62,000
-64,400
-51% -$3.12M 0.88% 51
2018
Q3 		$7.13M Buy
+126,400
New +$6.58M 1.77% 16
2018
Q2 		– Sell
-133,600
Closed -$5.6M – 68
2018
Q1 		$5.6M Sell
133,600
-46,400
-26% -$2M 1.18% 37
2017
Q4 		$7.62M Hold
180,000
– – 1.09% 45
2017
Q3 		$6.94M Buy
+180,000
New +$6.98M 0.9% 53

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM