Apple shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.5M | 44k | 171.48 |
| 2023-12-31 | $10M | 53k | 192.53 |
| 2023-09-30 | $8.9M | 52k | 171.21 |
| 2023-06-30 | $10M | 54k | 193.97 |
| 2023-03-31 | $9.0M | 54k | 164.90 |
| 2022-12-31 | $7.2M | 55k | 129.93 |
| 2022-09-30 | $7.8M | 57k | 138.96 |
| 2022-06-30 | $7.7M | 56k | 136.24 |
| 2022-03-31 | $9.8M | 56k | 174.39 |
| 2021-12-31 | $7.5M | 42k | 177.13 |
| 2021-09-30 | $6.0M | 42k | 141.50 |
| 2021-06-30 | $5.8M | 42k | 136.36 |
| 2021-03-31 | $5.1M | 42k | 122.15 |
| 2020-12-31 | $5.6M | 43k | 132.69 |
| 2020-09-30 | $4.7M | 41k | 115.80 |
| 2020-06-30 | $3.7M | 10k | 364.79 |
| 2020-03-31 | $2.7M | 11k | 254.31 |
| 2019-12-31 | $3.1M | 11k | 293.64 |
| 2019-09-30 | $3.1M | 14k | 223.97 |
| 2019-06-30 | $2.6M | 13k | 197.90 |
| 2019-03-31 | $2.5M | 13k | 189.96 |
| 2018-12-31 | $2.7M | 17k | 157.77 |