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440 Investment Group’s Apple AAPL Stock Holding History

440 Investment Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$3.61M Buy
85,380
+18,744
+28% +$783K 2.57% 7
2017
Q3 		$2.57M Sell
66,636
-95,544
-59% -$3.71M 1.96% 13
2017
Q2 		$5.84M Buy
162,180
+6,152
+4% +$227K 4.65% 4
2017
Q1 		$5.6M Buy
+156,028
New +$5.14M 5.01% 4

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

440 Investment Group's AAPL Position: Q4 2017 in Review

440 Investment Group increased its Apple (AAPL) stake by 28% in Q4 2017, buying an estimated $783K and bringing the position to 85,380 shares worth $3.61M. The position accounts for 2.57% of the portfolio, ranked #7.

440 Investment Group first reported a position in AAPL in Q1 2017 and has held it in 4 quarters since. The position peaked at $5.84M in Q2 2017. 2,807 funds tracked by Wall St. Rank hold AAPL as of Q4 2017.

  • 440 Investment Group held 85,380 shares of Apple worth $3.61M as of Q4 2017.
  • 440 Investment Group bought 18,744 Apple shares in Q4 2017, an estimated $783K.
  • Apple made up 2.57% of 440 Investment Group's portfolio in Q4 2017, its #7 holding.
  • 440 Investment Group first reported a position in Apple in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's Apple position peaked at $5.84M in Q2 2017.
  • 2,807 funds tracked by Wall St. Rank held Apple as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.