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	-6,500	Closed	-$1.37M	–	162
2024 Q2	$1.37M	Buy	+6,500	New	+$1.21M	0.43%	84

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

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.