SFS
AAPL icon

Shaker Financial Services’s Apple AAPL Stock Holding History

Shaker 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
2024
Q1 		– Sell
-1,100
Closed -$212K – 158
2023
Q4 		$212K Buy
+1,100
New +$203K 0.09% 143
2023
Q3 		– Sell
-1,100
Closed -$213K – 156
2023
Q2 		$213K Buy
+1,100
New +$192K 0.09% 144

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shaker Financial Services's AAPL Position: Q1 2024 in Review

Shaker Financial Services sold out of Apple (AAPL) in Q1 2024, closing a stake of 1,100 shares — an estimated $212K sold.

Shaker Financial Services first reported a position in AAPL in Q2 2023 and held it in 2 quarters. The position peaked at $213K in Q2 2023. 5,012 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Shaker Financial Services reported no remaining Apple position as of Q1 2024 after selling out during the quarter.
  • Shaker Financial Services sold 1,100 Apple shares in Q1 2024, an estimated $212K.
  • Shaker Financial Services first reported a position in Apple in Q2 2023 and held it in 2 quarters.
  • Shaker Financial Services's Apple position peaked at $213K in Q2 2023.
  • 5,012 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Shaker Financial Services's 13F filing for Q1 2024, filed 13 May 2024.