Vault-13

APPLE INC

COM · CUSIP 378331000

2 institutional holders
109,272109.3k shares reported held*
$25.8mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $236.29.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

012Q3 22: 1Q4 22: 1Q1 23: 0Q2 23: 0Q3 23: 22Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20230
Q2 20230
Q3 20232

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q4 22: 1 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 1 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 202210
Q1 202301

Biggest buyers

Daniels&Tansey,LLP New +91,002+91.0k
Retirement Investment Advisors, Inc. New +18,270+18.3k

Biggest sellers

None

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Daniels&Tansey,LLP 7.86% of their portfolio WILMINGTON, DE 91,00291.0k $22.7m $22.7m 7.86% New
2 Retirement Investment Advisors, Inc. 0.28% of their portfolio OKLAHOMA CITY, OK 18,27018.3k $3.1m $3.1m 0.28% New