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AAPL icon

Surevest’s Apple AAPL Stock Holding History

Surevest’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
Q3 		$11M Buy
79,431
+8,629
+12% +$1.35M 2.99% 5
2022
Q2 		$9.68M Buy
70,802
+1,131
+2% +$171K 2.54% 5
2022
Q1 		$12.2M Sell
69,671
-13,151
-16% -$2.21M 2.94% 5
2021
Q4 		$14.7M Sell
82,822
-2,700
-3% -$427K 3.48% 3
2021
Q3 		$12.1M Buy
85,522
+12,666
+17% +$1.86M 3.06% 3
2021
Q2 		$9.98M Buy
72,856
+6,542
+10% +$848K 2.6% 3
2021
Q1 		$8.1M Sell
66,314
-8,045
-11% -$1.03M 2.45% 3
2020
Q4 		$9.87M Sell
74,359
-94
-0.1% -$11.3K 3.29% 2
2020
Q3 		$8.62M Sell
74,453
-7,231
-9% -$789K 3.39% 2
2020
Q2 		$7.45M Buy
81,684
+9,700
+13% +$752K 3.3% 2
2020
Q1 		$4.58M Buy
71,984
+36,308
+102% +$2.67M 2.49% 3
2019
Q4 		$2.62M Sell
35,676
-2,352
-6% -$151K 1.12% 19
2019
Q3 		$2.13M Sell
38,028
-88
-0.2% -$4.6K 1.05% 28
2019
Q2 		$1.89M Sell
38,116
-14,128
-27% -$688K 0.98% 30
2019
Q1 		$2.48M Buy
52,244
+3,604
+7% +$153K 1.53% 22
2018
Q4 		$1.92M Buy
+48,640
New +$2.36M 1.51% 22

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Surevest's AAPL Position: Q3 2022 in Review

Surevest increased its Apple (AAPL) stake by 12% in Q3 2022, buying an estimated $1.35M and bringing the position to 79,431 shares worth $11M. The position accounts for 2.99% of the portfolio, ranked #5.

Surevest first reported a position in AAPL in Q4 2018 and has held it in 16 quarters since. The position peaked at $14.7M in Q4 2021. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • Surevest held 79,431 shares of Apple worth $11M as of Q3 2022.
  • Surevest bought 8,629 Apple shares in Q3 2022, an estimated $1.35M.
  • Apple made up 2.99% of Surevest's portfolio in Q3 2022, its #5 holding.
  • Surevest first reported a position in Apple in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Apple position peaked at $14.7M in Q4 2021.
  • 4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.