SEC 13F Intelligence

Hc Financial Advisors Inc / AAPL

Hc Financial Advisors Inc’s Apple Inc Position

Does Hc Financial Advisors Inc own Apple Inc (AAPL)? Yes58.6K shares worth $8M (+5.36% of its 13F portfolio) as of Q2 2022, up from 58.0K shares the prior filed quarter.

Position Value
$8M
Q2 2022
Shares
58.6K
% of Portfolio
+5.36%
Quarters Held
15
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ2 ’19Q3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ2 ’20Q3 ’20: $8MQ4 ’20: $8MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ2 ’21Q3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202258.6K$8M+5.36%
Q1 202258.0K$10M+6.03%
Q4 202157.8K$10M+5.70%
Q3 202158.3K$8M+4.95%
Q2 202158.8K$8M+4.69%
Q1 202160.3K$7M+4.49%
Q4 202063.4K$8M+5.39%
Q3 202065.2K$8M+5.41%
Q2 202018.2K$7M+5.19%
Q1 202018.3K$5M+4.15%
Q4 201920.4K$6M+4.70%
Q3 201920.4K$5M+3.92%
Q2 201921.5K$4M+4.24%
Q1 201922.7K$4M+4.52%
Q4 201822.1K$3M+7.77%

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