Perpetual Investment Management’s Apple AAPL Stock Holding History

Perpetual Investment 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
2022 Q4	$3.38M	Buy	26,020 +520	+2%	+$74.3K	0.4%	53
2022 Q3	$3.52M	Sell	25,500 -1,022	-4%	-$160K	0.52%	53
2022 Q2	$3.63M	Buy	26,522 +2,830	+12%	+$429K	0.53%	51
2022 Q1	$4.14M	Buy	23,692 +679	+3%	+$114K	0.52%	53
2021 Q4	$4.09M	Sell	23,013 -3,679	-14%	-$581K	0.47%	61
2021 Q3	$3.78M	Buy	26,692 +1,804	+7%	+$266K	0.48%	62
2021 Q2	$3.41M	Buy	24,888 +2,079	+9%	+$269K	0.48%	59
2021 Q1	$2.78M	Buy	22,809 +130	+0.6%	+$16.7K	0.46%	57
2020 Q4	$3.03M	Buy	+22,679	New	+$2.73M	0.45%	74

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Perpetual Investment Management's AAPL Position: Q4 2022 in Review

Perpetual Investment Management increased its Apple (AAPL) stake by 2% in Q4 2022, buying an estimated $74.3K and bringing the position to 26,020 shares worth $3.38M. The position accounts for 0.4% of the portfolio, ranked #53.

Perpetual Investment Management first reported a position in AAPL in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.14M in Q1 2022. 4,548 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

Perpetual Investment Management held 26,020 shares of Apple worth $3.38M as of Q4 2022.
Perpetual Investment Management bought 520 Apple shares in Q4 2022, an estimated $74.3K.
Apple made up 0.4% of Perpetual Investment Management's portfolio in Q4 2022, its #53 holding.
Perpetual Investment Management first reported a position in Apple in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Apple position peaked at $4.14M in Q1 2022.
4,548 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.