UG Investment Advisers »

Apple shares owned by UG Investment Advisers

Quarter-by-quarter ownership of Apple (AAPL) shares owned by UG Investment Advisers from 13F filings

Historical chart of UG Investment Advisers investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by UG Investment Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by UG Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $26M 153k 171.48
2020-12-31 $12M 94k 132.69

More positions owned by UG Investment Advisers

Qualcomm (QCOM)
Hewlett Packard Enterprise (HPE)
Micron Technology (MU)
Alibaba Group Hldg Sponsored Ads (BABA)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pdd Holdings Note 12/0 (Principal)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Jd.com Spon Adr Cl A (JD)
Baidu Spon Adr Rep A (BIDU)
Iqiyi Note 4.000%12/1 (Principal)

View all positions for UG Investment Advisers

Top funds holding Apple

Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
FMR
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Apple