Veritable’s Apple AAPL Stock Holding History

Veritable’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
2019 Q2	–	Sell	-1,200	Closed	-$57K	–	802
2019 Q1	$57K	Hold	1,200	–	–	﹤0.01%	792
2018 Q4	$47K	Hold	1,200	–	–	﹤0.01%	765
2018 Q3	$68K	Buy	+1,200	New	+$62.5K	﹤0.01%	799

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Veritable's AAPL Position: Q3 2023 in Review

Veritable sold out of Apple (AAPL) in Q3 2023, closing a stake of 666,630 shares — an estimated $129M sold.

Veritable first reported a position in AAPL in Q2 2013 and held it in 41 quarters. The position peaked at $133M in Q4 2021. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

Veritable reported no remaining Apple position as of Q3 2023 after selling out during the quarter.
Veritable sold 666,630 Apple shares in Q3 2023, an estimated $129M.
Veritable first reported a position in Apple in Q2 2013 and held it in 41 quarters.
Veritable's Apple position peaked at $133M in Q4 2021.
4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.