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Steward Financial Group’s Apple AAPL Stock Holding History

Steward Financial Group’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
Q3 		$1.97M Sell
11,486
-241
-2% -$44.2K 0.63% 16
2023
Q2 		$2.27M Buy
11,727
+1,123
+11% +$196K 0.73% 13
2023
Q1 		$1.75M Buy
10,604
+1,751
+20% +$258K 0.58% 15
2022
Q4 		$1.15M Sell
8,853
-151
-2% -$21.6K 0.57% 18
2022
Q3 		$1.24M Buy
9,004
+1,116
+14% +$175K 0.92% 12
2022
Q2 		$1.08M Buy
7,888
+339
+4% +$51.3K 0.9% 8
2022
Q1 		$1.32M Sell
7,549
-1,672
-18% -$281K 1.17% 5
2021
Q4 		$1.64M Buy
+9,221
New +$1.46M 1.51% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Steward Financial Group's AAPL Position: Q3 2023 in Review

Steward Financial Group reduced its Apple (AAPL) stake by 2.1% in Q3 2023, selling an estimated $44.2K and leaving 11,486 shares worth $1.97M. The position accounts for 0.63% of the portfolio, ranked #16.

Steward Financial Group first reported a position in AAPL in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.27M in Q2 2023. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Steward Financial Group held 11,486 shares of Apple worth $1.97M as of Q3 2023.
  • Steward Financial Group sold 241 Apple shares in Q3 2023, an estimated $44.2K.
  • Apple made up 0.63% of Steward Financial Group's portfolio in Q3 2023, its #16 holding.
  • Steward Financial Group first reported a position in Apple in Q4 2021 and has held it in 8 quarters since.
  • Steward Financial Group's Apple position peaked at $2.27M in Q2 2023.
  • 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.