SEC 13F Intelligence

Freedman Financial Associates, Inc. / AAPL

Freedman Financial Associates, Inc.’s Apple Inc Position

Does Freedman Financial Associates, Inc. own Apple Inc (AAPL)? Not currently — the last reported position was 14.5K shares worth $3M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$3M
Q1 2022
Shares
14.5K
% of Portfolio
+1.79%
Quarters Held
6
position exited

Position History AAPL

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ1 ’21Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202214.5K$3M+1.79%
Q4 202114.4K$3M+1.75%
Q3 202114.4K$2M+1.49%
Q2 202114.0K$2M+1.44%
Q1 202111.1K$1M+1.12%
Q4 202010.8K$1M+1.29%

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