SEC 13F Intelligence

Wintrust Investments LLC / AAPL

Wintrust Investments LLC’s Apple Inc Position

Does Wintrust Investments LLC own Apple Inc (AAPL)? Yes — 21.0K shares worth $5M (+4.64% of its 13F portfolio) as of Q4 2024, down from 21.9K shares the prior filed quarter.

Position Value
$5M
Q4 2024
Shares
21.0K
% of Portfolio
+4.64%
Quarters Held
23
currently held

Position History AAPL

Reported value by quarter
Q1 ’19: $17MQ1 ’19Q2 ’19: $18MQ3 ’19: $21MQ4 ’19: $25MQ4 ’19Q1 ’20: $22MQ2 ’20: $31MQ3 ’20: $40MQ3 ’20Q1 ’21: $41MQ2 ’21: $45MQ3 ’21: $47MQ3 ’21Q4 ’21: $57MQ1 ’22: $53MQ2 ’22: $41MQ2 ’22Q3 ’22: $36MQ4 ’22: $32MQ1 ’23: $32MQ1 ’23Q2 ’23: $36MQ3 ’23: $33MQ4 ’23: $36MQ4 ’23Q1 ’24: $28MQ2 ’24: $46MQ3 ’24: $5MQ3 ’24Q4 ’24: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202421.0K$5M+4.64%
Q3 202421.9K$5M+3.78%
Q2 2024219.1K$46M+3.76%
Q1 2024165.8K$28M+2.51%
Q4 2023185.0K$36M+3.45%
Q3 2023191.1K$33M+3.43%
Q2 2023187.5K$36M+3.65%
Q1 2023191.8K$32M+4.04%
Q4 2022248.9K$32M+4.22%
Q3 2022257.0K$36M+4.45%
Q2 2022301.5K$41M+4.93%
Q1 2022303.5K$53M+5.10%
Q4 2021321.4K$57M+5.42%
Q3 2021334.8K$47M+6.40%
Q2 2021330.4K$45M+4.64%
Q1 2021338.2K$41M+4.27%
Q3 2020343.7K$40M+5.47%
Q2 202084.6K$31M+4.32%
Q1 202085.3K$22M+3.56%
Q4 201986.0K$25M+3.54%
Q3 201993.3K$21M+3.12%
Q2 201990.8K$18M+2.73%
Q1 201988.3K$17M+2.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wintrust Investments LLC’s full portfolio or all institutional holders of AAPL.