Apple shares owned by Summit Trail Advisors
Historical chart of Summit Trail Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $47M | 273k | 171.48 |
| 2023-12-31 | $47M | 243k | 192.53 |
| 2023-09-30 | $44M | 254k | 171.21 |
| 2023-06-30 | $50M | 259k | 193.97 |
| 2023-03-31 | $35M | 214k | 164.90 |
| 2022-12-31 | $28M | 218k | 129.93 |
| 2022-09-30 | $30M | 217k | 138.20 |
| 2022-06-30 | $29M | 211k | 136.72 |
| 2022-03-31 | $35M | 202k | 174.61 |
| 2021-12-31 | $33M | 185k | 177.57 |
| 2021-09-30 | $23M | 161k | 141.50 |
| 2021-06-30 | $21M | 150k | 136.96 |
| 2020-12-31 | $20M | 151k | 132.69 |
| 2020-09-30 | $22M | 185k | 119.21 |
| 2020-06-30 | $13M | 35k | 364.80 |
| 2019-12-31 | $9.6M | 33k | 293.66 |
| 2019-09-30 | $7.1M | 32k | 223.97 |
| 2019-06-30 | $6.1M | 31k | 197.93 |
| 2019-03-31 | $6.3M | 33k | 189.95 |
| 2018-12-31 | $14M | 89k | 157.74 |
| 2018-09-30 | $26M | 114k | 225.74 |
| 2018-03-31 | $20M | 20M | 1.00 |
| 2017-12-31 | $20M | 114k | 172.03 |