Surevest, LLC’s Apple Inc Position
Does Surevest, LLC own Apple Inc (AAPL)? Yes — 79.4K shares worth $11M (+2.99% of its 13F portfolio) as of Q3 2022, up from 70.8K shares the prior filed quarter.
Position Value
$11M
Q3 2022
Shares
79.4K
% of Portfolio
+2.99%
Quarters Held
16
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2022 | 79.4K | $11M | +2.99% |
| Q2 2022 | 70.8K | $10M | +2.54% |
| Q1 2022 | 69.7K | $12M | +2.94% |
| Q4 2021 | 82.8K | $15M | +3.48% |
| Q3 2021 | 85.5K | $12M | +3.06% |
| Q2 2021 | 72.9K | $10M | +2.60% |
| Q1 2021 | 66.3K | $8M | +2.45% |
| Q4 2020 | 74.4K | $10M | +3.29% |
| Q3 2020 | 74.5K | $9M | +3.39% |
| Q2 2020 | 20.4K | $7M | +3.30% |
| Q1 2020 | 18.0K | $5M | +2.49% |
| Q4 2019 | 8.9K | $3M | +1.12% |
| Q3 2019 | 9.5K | $2M | +1.05% |
| Q2 2019 | 9.5K | $2M | +0.98% |
| Q1 2019 | 13.1K | $2M | +1.53% |
| Q4 2018 | 12.2K | $2M | +1.51% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of AAPL.