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Tilt Investment Management Holdings’s Apple AAPL Stock Holding History

Tilt Investment Management Holdings’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
2023
Q4 		$11.5M Sell
59,533
-19,726
-25% -$3.64M 12.38% 1
2023
Q3 		$13.6M Hold
79,259
– – 9.69% 1
2023
Q2 		$15.4M Hold
79,259
– – 10.16% 1
2023
Q1 		$12.5M Buy
79,259
+10,045
+15% +$1.48M 9.28% 1
2022
Q4 		$8.99M Buy
+69,214
New +$9.89M 7.63% 1

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tilt Investment Management Holdings's AAPL Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Apple (AAPL) stake by 25% in Q4 2023, selling an estimated $3.64M and leaving 59,533 shares worth $11.5M. The position accounts for 12.38% of the portfolio, ranked #1.

Tilt Investment Management Holdings first reported a position in AAPL in Q4 2022 and has held it in 5 quarters since. The position peaked at $15.4M in Q2 2023. 4,974 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • Tilt Investment Management Holdings held 59,533 shares of Apple worth $11.5M as of Q4 2023.
  • Tilt Investment Management Holdings sold 19,726 Apple shares in Q4 2023, an estimated $3.64M.
  • Apple made up 12.38% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #1 holding.
  • Tilt Investment Management Holdings first reported a position in Apple in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's Apple position peaked at $15.4M in Q2 2023.
  • 4,974 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.