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Pendal Group’s Apple AAPL Stock Holding History

Pendal Group’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
2017
Q3 		– Sell
-29,200
Closed -$59.1K – 446
2017
Q2 		$59.1K Buy
+29,200
New +$1.08M ﹤0.01% 448

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

Pendal Group's AAPL Position: Q4 2022 in Review

Pendal Group increased its Apple (AAPL) stake by 26% in Q4 2022, buying an estimated $3.48M and bringing the position to 119,637 shares worth $15.5M. The position accounts for 0.13% of the portfolio, ranked #103.

Pendal Group first reported a position in AAPL in Q2 2017 and has held it in 23 quarters since. The position peaked at $79.4M in Q2 2018. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Pendal Group held 119,637 shares of Apple worth $15.5M as of Q4 2022.
  • Pendal Group bought 24,323 Apple shares in Q4 2022, an estimated $3.48M.
  • Apple made up 0.13% of Pendal Group's portfolio in Q4 2022, its #103 holding.
  • Pendal Group first reported a position in Apple in Q2 2017 and has held it in 23 quarters since.
  • Pendal Group's Apple position peaked at $79.4M in Q2 2018.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.