Sadoff Investment Management’s Apple AAPL Stock Holding History

Sadoff 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 Q3	$11.2M	Sell	80,969 -3,420	-4%	-$537K	0.87%	37
2022 Q2	$11.5M	Sell	84,389 -999	-1%	-$151K	0.87%	37
2022 Q1	$14.9M	Sell	85,388 -1,058	-1%	-$178K	0.95%	33
2021 Q4	$15.3M	Buy	86,446 +1,020	+1%	+$161K	0.9%	32
2021 Q3	$12.1M	Buy	85,426 +124	+0.1%	+$18.3K	0.82%	31
2021 Q2	$11.7M	Sell	85,302 -970	-1%	-$126K	0.78%	32
2021 Q1	$10.5M	Sell	86,272 -2,034	-2%	-$261K	0.74%	35
2020 Q4	$11.7M	Sell	88,306 -975	-1%	-$117K	0.92%	31
2020 Q3	$10.3M	Sell	89,281 -1,191	-1%	-$130K	0.92%	32
2020 Q2	$8.25M	Buy	90,472 +300	+0.3%	+$23.2K	0.74%	34
2020 Q1	$5.73M	Buy	90,172 +840	+0.9%	+$61.8K	0.65%	32
2019 Q4	$6.56M	Sell	89,332 -980	-1%	-$63K	0.52%	36
2019 Q3	$5.06M	Buy	90,312 +4,040	+5%	+$211K	0.42%	36
2019 Q2	$4.27M	Buy	86,272 +116	+0.1%	+$5.65K	0.35%	38
2019 Q1	$4.09M	Buy	86,156 +872	+1%	+$37K	0.35%	38
2018 Q4	$3.36M	Buy	85,284 +4,732	+6%	+$229K	0.33%	38
2018 Q3	$4.55M	Hold	80,552	–	–	0.39%	38
2018 Q2	$3.73M	Sell	80,552 -876	-1%	-$39.7K	0.32%	40
2018 Q1	$3.42M	Buy	81,428 +5,336	+7%	+$230K	0.29%	41
2017 Q4	$3.22M	Sell	76,092 -1,784	-2%	-$74.5K	0.26%	43
2017 Q3	$3M	Buy	77,876 +48,772	+168%	+$1.89M	0.27%	43
2017 Q2	$1.05M	Sell	29,104 -156	-0.5%	-$5.77K	0.1%	44
2017 Q1	$1.05M	Buy	29,260 +5,800	+25%	+$191K	0.1%	45
2016 Q4	$679K	Buy	23,460 +11,980	+104%	+$340K	0.07%	48
2016 Q3	$324K	Sell	11,480 -628	-5%	-$16.6K	0.04%	56
2016 Q2	$289K	Buy	12,108 +1,400	+13%	+$34.8K	0.03%	59
2016 Q1	$292K	Buy	10,708 +684	+7%	+$17K	0.04%	65
2015 Q4	$264K	Sell	10,024 -360	-3%	-$10.3K	0.03%	64
2015 Q3	$286K	Sell	10,384 -1,768	-15%	-$51.8K	0.04%	54
2015 Q2	$381K	Buy	12,152 +1,388	+13%	+$44.4K	0.04%	50
2015 Q1	$335K	Sell	10,764 -1,200	-10%	-$36.2K	0.04%	49
2014 Q4	$330K	Buy	11,964 +512	+4%	+$13.9K	0.04%	48
2014 Q3	$288K	Sell	11,452 -1,540	-12%	-$37.8K	0.04%	48
2014 Q2	$302K	Sell	12,992 -2,772	-18%	-$59K	0.04%	47
2014 Q1	$302K	Sell	15,764 -784	-5%	-$14.9K	0.04%	49
2013 Q4	$332K	Buy	16,548 +2,016	+14%	+$38.1K	0.05%	48
2013 Q3	$247K	Sell	14,532 -1,652	-10%	-$27.4K	0.04%	50
2013 Q2	$229K	Buy	+16,184	New	+$249K	0.04%	44

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sadoff Investment Management's AAPL Position: Q3 2022 in Review

Sadoff Investment Management reduced its Apple (AAPL) stake by 4.1% in Q3 2022, selling an estimated $537K and leaving 80,969 shares worth $11.2M. The position accounts for 0.87% of the portfolio, ranked #37.

Sadoff Investment Management first reported a position in AAPL in Q2 2013 and has held it in 38 quarters since. The position peaked at $15.3M in Q4 2021. 4,336 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

Sadoff Investment Management held 80,969 shares of Apple worth $11.2M as of Q3 2022.
Sadoff Investment Management sold 3,420 Apple shares in Q3 2022, an estimated $537K.
Apple made up 0.87% of Sadoff Investment Management's portfolio in Q3 2022, its #37 holding.
Sadoff Investment Management first reported a position in Apple in Q2 2013 and has held it in 38 quarters since.
Sadoff Investment Management's Apple position peaked at $15.3M in Q4 2021.
4,336 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.