Surevest’s Aptiv APTV Stock Holding History

Surevest’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9	Closed	-$1K	–	513
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	455
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	432
2021 Q4	$1K	Buy	+9	New	+$1.5K	﹤0.01%	441

Other funds holding APTV

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Surevest's APTV Position: Q3 2022 in Review

Surevest sold out of Aptiv (APTV) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

Surevest first reported a position in APTV in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 680 funds tracked by Wall St. Rank hold APTV as of Q3 2022.

Surevest reported no remaining Aptiv position as of Q3 2022 after selling out during the quarter.
Surevest sold 9 Aptiv shares in Q3 2022, an estimated $1K.
Surevest first reported a position in Aptiv in Q4 2021 and held it in 3 quarters.
Surevest's Aptiv position peaked at $1K in Q2 2022.
680 funds tracked by Wall St. Rank held Aptiv as of Q3 2022.

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