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Ulrich Consultants & Investment Group’s Apple AAPL Stock Holding History

Ulrich Consultants & Investment Group’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
Q2 		$413K Buy
2,129
+128
+6% +$22.3K 1% 15
2023
Q1 		$330K Buy
2,001
+160
+9% +$23.6K 0.69% 17
2022
Q4 		$239K Sell
1,841
-18,211
-91% -$2.6M 0.54% 21
2022
Q3 		$2.77M Sell
20,052
-40
-0.2% -$6.28K 2.14% 14
2022
Q2 		$2.75M Buy
+20,092
New +$3.04M 1.5% 17

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ulrich Consultants & Investment Group's AAPL Position: Q2 2023 in Review

Ulrich Consultants & Investment Group increased its Apple (AAPL) stake by 6.4% in Q2 2023, buying an estimated $22.3K and bringing the position to 2,129 shares worth $413K. The position accounts for 1% of the portfolio, ranked #15.

Ulrich Consultants & Investment Group first reported a position in AAPL in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.77M in Q3 2022. 4,585 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.

  • Ulrich Consultants & Investment Group held 2,129 shares of Apple worth $413K as of Q2 2023.
  • Ulrich Consultants & Investment Group bought 128 Apple shares in Q2 2023, an estimated $22.3K.
  • Apple made up 1% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #15 holding.
  • Ulrich Consultants & Investment Group first reported a position in Apple in Q2 2022 and has held it in 5 quarters since.
  • Ulrich Consultants & Investment Group's Apple position peaked at $2.77M in Q3 2022.
  • 4,585 funds tracked by Wall St. Rank held Apple as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.