Resource Consulting Group’s Apple AAPL Stock Holding History

Resource Consulting 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
2023 Q4	$2.74M	Buy	14,248 +2,305	+19%	+$426K	0.47%	14
2023 Q3	$2.04M	Sell	11,943 -2,989	-20%	-$548K	0.4%	14
2023 Q2	$2.9M	Buy	14,932 +1,655	+12%	+$288K	0.57%	12
2023 Q1	$2.19M	Buy	13,277 +137	+1%	+$20.2K	0.56%	6
2022 Q4	$1.71M	Sell	13,140 -3,679	-22%	-$526K	0.45%	6
2022 Q3	$2.32M	Buy	16,819 +2,396	+17%	+$376K	0.66%	9
2022 Q2	$1.97M	Sell	14,423 -90	-0.6%	-$13.6K	0.85%	5
2022 Q1	$2.53M	Buy	14,513 +9,241	+175%	+$1.55M	0.88%	6
2021 Q4	$936K	Buy	+5,272	New	+$833K	0.33%	19

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resource Consulting Group's AAPL Position: Q4 2023 in Review

Resource Consulting Group increased its Apple (AAPL) stake by 19% in Q4 2023, buying an estimated $426K and bringing the position to 14,248 shares worth $2.74M. The position accounts for 0.47% of the portfolio, ranked #14.

Resource Consulting Group first reported a position in AAPL in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.9M in Q2 2023. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

Resource Consulting Group held 14,248 shares of Apple worth $2.74M as of Q4 2023.
Resource Consulting Group bought 2,305 Apple shares in Q4 2023, an estimated $426K.
Apple made up 0.47% of Resource Consulting Group's portfolio in Q4 2023, its #14 holding.
Resource Consulting Group first reported a position in Apple in Q4 2021 and has held it in 9 quarters since.
Resource Consulting Group's Apple position peaked at $2.9M in Q2 2023.
4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.