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VELA Investment Management’s Apple AAPL Stock Holding History

VELA Investment Management’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
-11,239
Closed -$2.37M – 161
2024
Q2 		$2.37M Buy
11,239
+1
+0% +$186 0.74% 46
2024
Q1 		$1.93M Buy
11,238
+210
+2% +$38.2K 0.65% 47
2023
Q4 		$2.12M Sell
11,028
-2,049
-16% -$378K 0.81% 36
2023
Q3 		$2.24M Buy
13,077
+455
+4% +$83.4K 0.98% 30
2023
Q2 		$2.45M Buy
12,622
+1,156
+10% +$201K 1.13% 22
2023
Q1 		$1.89M Buy
11,466
+2,415
+27% +$356K 0.86% 37
2022
Q4 		$1.18M Buy
9,051
+705
+8% +$101K 0.58% 57
2022
Q3 		$1.15M Buy
8,346
+1
+0% +$157 0.65% 48
2022
Q2 		$1.14M Buy
8,345
+1
+0% +$151 0.65% 47
2022
Q1 		$1.46M Buy
8,344
+399
+5% +$67.1K 0.91% 33
2021
Q4 		$1.41M Buy
+7,945
New +$1.26M 0.95% 36

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VELA Investment Management's AAPL Position: Q3 2024 in Review

VELA Investment Management sold out of Apple (AAPL) in Q3 2024, closing a stake of 11,239 shares — an estimated $2.37M sold.

VELA Investment Management first reported a position in AAPL in Q4 2021 and held it in 11 quarters. The position peaked at $2.45M in Q2 2023. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • VELA Investment Management reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
  • VELA Investment Management sold 11,239 Apple shares in Q3 2024, an estimated $2.37M.
  • VELA Investment Management first reported a position in Apple in Q4 2021 and held it in 11 quarters.
  • VELA Investment Management's Apple position peaked at $2.45M in Q2 2023.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on VELA Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.