Team Hewins’s Apple AAPL Stock Holding History

Team Hewins’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 Q3	–	Sell	-1,297	Closed	-$273K	–	39
2024 Q2	$273K	Buy	+1,297	New	+$242K	0.11%	25
2023 Q4	–	Sell	-119,708	Closed	-$20.5M	–	27
2023 Q3	$20.5M	Buy	+119,708	New	+$22M	4.71%	7
2023 Q1	–	Sell	-3,263	Closed	-$424K	–	27
2022 Q4	$424K	Buy	+3,263	New	+$466K	0.23%	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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Norges Bank Oslo, Norway $935B AUM

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

Team Hewins's AAPL Position: Q3 2024 in Review

Team Hewins sold out of Apple (AAPL) in Q3 2024, closing a stake of 1,297 shares — an estimated $273K sold.

Team Hewins first reported a position in AAPL in Q4 2022 and held it in 3 quarters. The position peaked at $20.5M in Q3 2023. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Team Hewins reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
Team Hewins sold 1,297 Apple shares in Q3 2024, an estimated $273K.
Team Hewins first reported a position in Apple in Q4 2022 and held it in 3 quarters.
Team Hewins's Apple position peaked at $20.5M in Q3 2023.
5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Team Hewins's 13F filing for Q3 2024, filed 12 Nov 2024.