Systematic Portfolios’s Apple AAPL Stock Holding History

Systematic Portfolios’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
2024 Q2	–	Sell	-1,564	Closed	-$268K	–	62
2024 Q1	$268K	Buy	+1,564	New	+$284K	0.88%	47

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Systematic Portfolios's AAPL Position: Q2 2024 in Review

Systematic Portfolios sold out of Apple (AAPL) in Q2 2024, closing a stake of 1,564 shares — an estimated $268K sold.

Systematic Portfolios first reported a position in AAPL in Q1 2024 and held it in 1 quarter. The position peaked at $268K in Q1 2024. 5,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

Systematic Portfolios reported no remaining Apple position as of Q2 2024 after selling out during the quarter.
Systematic Portfolios sold 1,564 Apple shares in Q2 2024, an estimated $268K.
Systematic Portfolios first reported a position in Apple in Q1 2024 and held it in 1 quarter.
Systematic Portfolios's Apple position peaked at $268K in Q1 2024.
5,118 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Systematic Portfolios's 13F filing for Q2 2024, filed 14 Aug 2024.