Sanford Advisory Services’s Apple AAPL Stock Holding History

Sanford Advisory 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	$24.6M	Buy	189,490 +2,464	+1%	+$352K	5.86%	7
2022 Q3	$25.8M	Sell	187,026 -1,635	-0.9%	-$257K	7.38%	5
2022 Q2	$25.8M	Sell	188,661 -469	-0.2%	-$71K	7.29%	6
2022 Q1	$33M	Sell	189,130 -19,141	-9%	-$3.22M	9%	4
2021 Q4	$37M	Sell	208,271 -402	-0.2%	-$63.5K	8.33%	5
2021 Q3	$29.3M	Sell	208,673 -496	-0.2%	-$73K	7.34%	6
2021 Q2	$28.6M	Buy	209,169 +283	+0.1%	+$36.7K	7.38%	6
2021 Q1	$25.5M	Buy	208,886 +1,937	+0.9%	+$249K	7.11%	6
2020 Q4	$27.5M	Buy	+206,949	New	+$24.9M	8.77%	4

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

AWA

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

Sanford Advisory Services's AAPL Position: Q4 2022 in Review

Sanford Advisory Services increased its Apple (AAPL) stake by 1.3% in Q4 2022, buying an estimated $352K and bringing the position to 189,490 shares worth $24.6M. The position accounts for 5.86% of the portfolio, ranked #7.

Sanford Advisory Services first reported a position in AAPL in Q4 2020 and has held it in 9 quarters since. The position peaked at $37M in Q4 2021. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

Sanford Advisory Services held 189,490 shares of Apple worth $24.6M as of Q4 2022.
Sanford Advisory Services bought 2,464 Apple shares in Q4 2022, an estimated $352K.
Apple made up 5.86% of Sanford Advisory Services's portfolio in Q4 2022, its #7 holding.
Sanford Advisory Services first reported a position in Apple in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Apple position peaked at $37M in Q4 2021.
4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.