Stone Asset Management’s Apple AAPL Stock Holding History

Stone Asset 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
2023 Q1	$381K	Sell	2,308 -5,644	-71%	-$833K	0.61%	24
2022 Q4	$1.03M	Sell	7,952 -841	-10%	-$120K	0.64%	24
2022 Q3	$1.22M	Buy	8,793 +2,154	+32%	+$338K	0.79%	21
2022 Q2	$908K	Sell	6,639 -3,193	-32%	-$484K	0.57%	29
2022 Q1	$1.72M	Sell	9,832 -82	-0.8%	-$13.8K	0.96%	22
2021 Q4	$1.76M	Buy	+9,914	New	+$1.57M	1.04%	16

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

Stone Asset Management's AAPL Position: Q1 2023 in Review

Stone Asset Management reduced its Apple (AAPL) stake by 71% in Q1 2023, selling an estimated $833K and leaving 2,308 shares worth $381K. The position accounts for 0.61% of the portfolio, ranked #24.

Stone Asset Management first reported a position in AAPL in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.76M in Q4 2021. 4,512 funds tracked by Wall St. Rank hold AAPL as of Q1 2023.

Stone Asset Management held 2,308 shares of Apple worth $381K as of Q1 2023.
Stone Asset Management sold 5,644 Apple shares in Q1 2023, an estimated $833K.
Apple made up 0.61% of Stone Asset Management's portfolio in Q1 2023, its #24 holding.
Stone Asset Management first reported a position in Apple in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's Apple position peaked at $1.76M in Q4 2021.
4,512 funds tracked by Wall St. Rank held Apple as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.