S
AAPL icon

swisspartners’s Apple AAPL Stock Holding History

swisspartners’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
Q4 		$1.2M Sell
9,227
-1,390
-13% -$199K 1.53% 24
2022
Q3 		$1.47M Hold
10,617
– – 1.52% 18
2022
Q2 		$1.5M Sell
10,617
-150
-1% -$22.7K 1.43% 21
2022
Q1 		$1.88M Buy
10,767
+400
+4% +$67.3K 1.49% 21
2021
Q4 		$1.87M Sell
10,367
-470
-4% -$74.3K 1.32% 22
2021
Q3 		$1.53M Buy
10,837
+400
+4% +$58.9K 1.19% 25
2021
Q2 		$1.43M Sell
10,437
-2,610
-20% -$338K 1.02% 30
2021
Q1 		$1.6M Sell
13,047
-330
-2% -$42.4K 1.3% 22
2020
Q4 		$1.75M Buy
+13,377
New +$1.61M 1.53% 15

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

swisspartners's AAPL Position: Q4 2022 in Review

swisspartners reduced its Apple (AAPL) stake by 13% in Q4 2022, selling an estimated $199K and leaving 9,227 shares worth $1.2M. The position accounts for 1.53% of the portfolio, ranked #24.

swisspartners first reported a position in AAPL in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.88M in Q1 2022. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • swisspartners held 9,227 shares of Apple worth $1.2M as of Q4 2022.
  • swisspartners sold 1,390 Apple shares in Q4 2022, an estimated $199K.
  • Apple made up 1.53% of swisspartners's portfolio in Q4 2022, its #24 holding.
  • swisspartners first reported a position in Apple in Q4 2020 and has held it in 9 quarters since.
  • swisspartners's Apple position peaked at $1.88M in Q1 2022.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.