SEC 13F Intelligence

Veritable, L.P. / AAPL

Veritable, L.P.’s Apple Inc Position

Does Veritable, L.P. own Apple Inc (AAPL)? Not currently — the last reported position was 666.6K shares worth $129M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$129M
Q2 2023
Shares
666.6K
% of Portfolio
+2.00%
Quarters Held
18
position exited

Position History AAPL

Reported value by quarter
Q1 ’19: $45MQ1 ’19Q2 ’19: $47MQ3 ’19: $53MQ4 ’19: $69MQ4 ’19Q1 ’20: $58MQ2 ’20: $77MQ3 ’20: $95MQ3 ’20Q4 ’20: $97MQ1 ’21: $88MQ2 ’21: $103MQ2 ’21Q3 ’21: $106MQ4 ’21: $133MQ1 ’22: $130MQ1 ’22Q2 ’22: $103MQ3 ’22: $98MQ4 ’22: $94MQ4 ’22Q1 ’23: $114MQ2 ’23: $129Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023666.6K$129M+2.00%
Q1 2023694.4K$114M+1.88%
Q4 2022720.1K$94M+1.60%
Q3 2022705.9K$98M+1.89%
Q2 2022751.3K$103M+1.85%
Q1 2022745.9K$130M+2.00%
Q4 2021746.8K$133M+1.96%
Q3 2021746.7K$106M+1.70%
Q2 2021749.1K$103M+1.64%
Q1 2021718.2K$88M+1.49%
Q4 2020732.3K$97M+1.78%
Q3 2020824.4K$95M+1.91%
Q2 2020212.1K$77M+1.67%
Q1 2020227.1K$58M+1.40%
Q4 2019235.4K$69M+1.27%
Q3 2019235.6K$53M+1.03%
Q2 2019237.5K$47M+0.93%
Q1 2019239.1K$45M+0.91%

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