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Sarah T. Connolly’s Apple AAPL Stock Holding History

Sarah T. Connolly’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 		– Sell
-50,813
Closed -$8.7M – 5
2023
Q3 		$8.7M Sell
50,813
-3,860
-7% -$708K 5.74% 2
2023
Q2 		$10.6M Sell
54,673
-543
-1% -$94.6K 6.41% 2
2023
Q1 		$9.11M Sell
55,216
-880
-2% -$130K 5.77% 2
2022
Q4 		$7.29M Buy
56,096
+1,835
+3% +$262K 4.95% 2
2022
Q3 		$7.5M Sell
54,261
-3,197
-6% -$502K 5.5% 2
2022
Q2 		$7.86M Buy
57,458
+58
+0.1% +$8.78K 5.35% 2
2022
Q1 		$10M Buy
57,400
+1,734
+3% +$292K 5.87% 2
2021
Q4 		$9.88M Buy
55,666
+18,321
+49% +$2.9M 5.52% 2
2021
Q3 		$5.29M Sell
37,345
-1,475
-4% -$217K 4.35% 3
2021
Q2 		$5.32M Buy
38,820
+1,611
+4% +$209K 4.34% 2
2021
Q1 		$4.54M Sell
37,209
-1,463
-4% -$188K 4.04% 2
2020
Q4 		$5.13M Buy
+38,672
New +$4.65M 4.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sarah T. Connolly's AAPL Position: Q4 2023 in Review

Sarah T. Connolly sold out of Apple (AAPL) in Q4 2023, closing a stake of 50,813 shares — an estimated $8.7M sold.

Sarah T. Connolly first reported a position in AAPL in Q4 2020 and held it in 12 quarters. The position peaked at $10.6M in Q2 2023. 4,966 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • Sarah T. Connolly reported no remaining Apple position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 50,813 Apple shares in Q4 2023, an estimated $8.7M.
  • Sarah T. Connolly first reported a position in Apple in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Apple position peaked at $10.6M in Q2 2023.
  • 4,966 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.