Parkside Investments LLC Has $12.53 Million Stock Position in Apple Inc. (NASDAQ:AAPL)

Parkside Investments LLC Has $12.53 Million Stock Position in Apple Inc. (NASDAQ:AAPL)

  • 21.03.2025 18:00
  • etfdailynews.com
  • Keywords: Apple Inc., Parkside Investments LLC, AMF Tjanstepension AB, Czech National Bank, Abacus Wealth Partners LLC, Duncan Williams Asset Management LLC, Moody National Bank Trust Division

Parkside Investments cut its Apple stake by 11.5% in Q4, selling 6,527 shares, yet still holds $12.53 million worth of the stock, making it a notable holding at 1.9%. Other institutions like AMF Tjanstepension AB and Czech National Bank increased their positions during the third quarter.

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Estimated market influence

Apple Inc.

Apple Inc.

Negativesentiment_dissatisfied
Analyst rating: Buy

Apple's stock position was reduced by Parkside Investments, but other investors increased their holdings. Overall, Apple remains a major holding with high institutional ownership.

Parkside Investments LLC

Negativesentiment_dissatisfied
Analyst rating: N/A

Reduced its stake in Apple by 11.5% in the fourth quarter, selling 6,527 shares.

AMF Tjanstepension AB

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Analyst rating: N/A

Increased holdings by 21.1% during the third quarter, adding 588,427 shares.

Czech National Bank

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Analyst rating: N/A

Raised position by 12.8%, purchasing 350,505 additional shares in the third quarter.

Abacus Wealth Partners LLC

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Analyst rating: N/A

Increased holdings by 22.1% during the third quarter, buying 8,352 more shares.

Duncan Williams Asset Management LLC

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Analyst rating: N/A

Boosted position by 187.4%, acquiring 21,755 additional shares in the third quarter.

Moody National Bank Trust Division

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Analyst rating: N/A

Increased stake by 7.5% during the third quarter, adding 11,213 shares.

Context

Analysis of Parkside Investments LLC’s Stock Position in Apple Inc. (NASDAQ:AAPL)

Key Facts and Data Points

  • Parkside Investments LLC reduced its stake in Apple by 11.5% in the fourth quarter, selling 6,527 shares, leaving it with 50,033 shares.
  • The value of Parkside’s holdings in Apple was $12,529,000, representing approximately 1.9% of its total portfolio, making Apple its 14th largest holding.

Market Trends and Business Impact

  • Institutional Investment Activity:
    • AMF Tjanstepension AB increased its stake by 21.1%, owning 3,380,064 shares worth $787,631,000.
    • Czech National Bank raised its position by 12.8%, holding 3,097,244 shares valued at $721,658,000.
    • Other institutions like Abacus Wealth Partners LLC and Duncan Williams Asset Management LLC also increased their stakes in Apple during the third quarter.

Financial Performance

  • Apple’s stock opened at $214.10, with a 50-day moving average of $232.19 and a 200-day moving average of $233.33.
  • Market capitalization: $3.22 trillion.
  • Key financial metrics:
    • PE ratio: 33.98
    • Price-to-Earnings-Growth (PEG) ratio: 2.44
    • Beta: 1.18
    • Quick ratio: 0.88
    • Current ratio: 0.92
    • Debt-to-equity ratio: 1.26

Earnings and Dividends

  • Apple reported EPS of $2.40, beating the consensus estimate of $2.36.
  • Net margin: 24.30%
  • Return on equity (ROE): 160.83%
  • Dividend details:
    • Quarterly dividend: $0.25 per share
    • Annualized dividend yield: 0.47%
    • Dividend payout ratio (DPR): 15.87%

Analyst Ratings and Price Targets

  • Consensus rating: “Moderate Buy” with a target price of $243.65.
  • Mixed analyst sentiment:
    • Four analysts rated the stock as “Sell”
    • Ten analysts assigned a “Hold” rating
    • Twenty-one analysts assigned a “Buy” rating
    • Two analysts gave a “Strong Buy” rating

Product and Market Positioning

  • Apple designs, manufactures, and markets:
    • iPhones
    • Macs
    • iPads
    • Wearables (e.g., Apple Watch)
    • Accessories (e.g., AirPods, Apple TV)

Strategic Considerations

  • Competitive Landscape: Apple faces competition from tech giants like Samsung, Google, and Microsoft in the smartphone and personal computing markets.
  • Innovation and Market Share: Apple’s ability to maintain its competitive edge through innovation will be critical for sustaining growth.
  • Regulatory Environment: Potential regulatory changes could impact Apple’s global operations, particularly in areas like antitrust and data privacy.

Long-Term Effects and Risks

  • The tech sector is highly dynamic, with rapid technological advancements and shifting consumer preferences posing both opportunities and risks for Apple.
  • Institutional investor sentiment remains strong, with 67.73% of Apple’s stock owned by institutional investors, indicating confidence in the company’s long-term prospects.

Conclusion

Apple continues to be a significant holding for many institutional investors, despite mixed signals from analysts. The company’s strong financial performance and consistent innovation make it a key player in the global tech market. However, investors should monitor competitive dynamics, regulatory developments, and broader market trends that could impact Apple’s future growth.