SCFS
AAPL icon

S.C. Financial Services’s Apple AAPL Stock Holding History

S.C. Financial Services’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 		$2.98M Buy
22,944
+1,418
+7% +$203K 4.58% 1
2022
Q3 		$2.98M Buy
21,526
+58
+0.3% +$9.1K 4.72% 2
2022
Q2 		$2.94M Buy
21,468
+280
+1% +$42.4K 4.51% 2
2022
Q1 		$3.7M Buy
21,188
+235
+1% +$39.5K 4.75% 2
2021
Q4 		$3.61M Buy
+20,953
New +$3.31M 4.15% 2

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

S.C. Financial Services's AAPL Position: Q4 2022 in Review

S.C. Financial Services increased its Apple (AAPL) stake by 6.6% in Q4 2022, buying an estimated $203K and bringing the position to 22,944 shares worth $2.98M. The position accounts for 4.58% of the portfolio, ranked #1.

S.C. Financial Services first reported a position in AAPL in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.7M in Q1 2022. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • S.C. Financial Services held 22,944 shares of Apple worth $2.98M as of Q4 2022.
  • S.C. Financial Services bought 1,418 Apple shares in Q4 2022, an estimated $203K.
  • Apple made up 4.58% of S.C. Financial Services's portfolio in Q4 2022, its #1 holding.
  • S.C. Financial Services first reported a position in Apple in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's Apple position peaked at $3.7M in Q1 2022.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.