Ownership history in SIMON QUICK ADVISORS, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in Apple Inc (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 286,882 | +17,200 | +6.4% | 3.40% | $78.0M | $271.61 |
| 2025 Q3 | REDUCED | 269,682 | -105,663 | -28.2% | 3.11% | $68.7M | $254.15 |
| 2025 Q2 | ADDED | 375,345 | +36,001 | +10.6% | 3.10% | $77.0M | $204.55 |
| 2025 Q1 | ADDED | 339,344 | +48,058 | +16.5% | 4.29% | $75.4M | $221.17 |
| 2024 Q4 | REDUCED | 291,286 | -2,388 | -0.8% | 4.37% | $72.9M | $249.06 |
| 2024 Q3 | ADDED | 293,674 | +52,796 | +21.9% | 4.32% | $68.4M | $231.48 |
| 2024 Q2 | ADDED | 240,878 | +11,668 | +5.1% | 3.58% | $50.7M | $209.00 |
| 2024 Q1 | ADDED | 229,210 | +10,570 | +4.8% | 2.95% | $39.3M | $169.93 |
| 2023 Q4 | REDUCED | 218,640 | -3,255 | -1.5% | 3.72% | $42.1M | $190.55 |
| 2023 Q3 | ADDED | 221,895 | +7,829 | +3.7% | 3.58% | $38.0M | $169.23 |
As of 2025 Q4 — sorted by position size