Parametrica Management’s Apple AAPL Stock Holding History

Parametrica 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
2025 Q1	–	Sell	-844	Closed	-$211K	–	24
2024 Q4	$211K	Buy	+844	New	+$199K	0.28%	48
2023 Q4	–	Sell	-5,300	Closed	-$907K	–	30
2023 Q3	$907K	Buy	+5,300	New	+$972K	1.53%	19
2023 Q1	–	Sell	-6,998	Closed	-$909K	–	27
2022 Q4	$909K	Buy	+6,998	New	+$1M	1.86%	21
2021 Q1	–	Sell	-2,668	Closed	-$354K	–	161
2020 Q4	$354K	Buy	2,668 +232	+10%	+$27.9K	0.22%	93
2020 Q3	$282K	Sell	2,436 -16,544	-87%	-$1.81M	0.53%	58
2020 Q2	$1.73M	Buy	18,980 +2,504	+15%	+$194K	1.9%	11
2020 Q1	$1.05M	Buy	+16,476	New	+$1.21M	1.06%	23
2018 Q1	–	Sell	-7,752	Closed	-$328K	–	213
2017 Q4	$328K	Buy	+7,752	New	+$324K	0.21%	169
2016 Q4	–	Sell	-7,200	Closed	-$203K	–	208
2016 Q3	$203K	Buy	+7,200	New	+$191K	0.56%	108

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Norges Bank Oslo, Norway $935B AUM

Parametrica Management's AAPL Position: Q1 2025 in Review

Parametrica Management sold out of Apple (AAPL) in Q1 2025, closing a stake of 844 shares — an estimated $211K sold.

Parametrica Management first reported a position in AAPL in Q3 2016 and held it in 9 quarters. The position peaked at $1.73M in Q2 2020. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

Parametrica Management reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
Parametrica Management sold 844 Apple shares in Q1 2025, an estimated $211K.
Parametrica Management first reported a position in Apple in Q3 2016 and held it in 9 quarters.
Parametrica Management's Apple position peaked at $1.73M in Q2 2020.
5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Parametrica Management's 13F filing for Q1 2025, filed 8 May 2025.