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Alpine Group USVI’s Apple AAPL Stock Holding History

Alpine Group USVI’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
2019
Q3 		$1.05M Sell
18,804
-9,496
-34% -$496K 4.51% 7
2019
Q2 		$1.4M Sell
28,300
-9,696
-26% -$472K 4.41% 7
2019
Q1 		$1.8M Buy
+37,996
New +$1.61M 4.96% 6
2017
Q2 		$2.04M Buy
+56,708
New +$2.1M 0.63% 27

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpine Group USVI's AAPL Position: Q3 2019 in Review

Alpine Group USVI reduced its Apple (AAPL) stake by 34% in Q3 2019, selling an estimated $496K and leaving 18,804 shares worth $1.05M. The position accounts for 4.51% of the portfolio, ranked #7.

Alpine Group USVI first reported a position in AAPL in Q2 2017 and has held it in 4 quarters since. The position peaked at $2.04M in Q2 2017. 3,029 funds tracked by Wall St. Rank hold AAPL as of Q3 2019.

  • Alpine Group USVI held 18,804 shares of Apple worth $1.05M as of Q3 2019.
  • Alpine Group USVI sold 9,496 Apple shares in Q3 2019, an estimated $496K.
  • Apple made up 4.51% of Alpine Group USVI's portfolio in Q3 2019, its #7 holding.
  • Alpine Group USVI first reported a position in Apple in Q2 2017 and has held it in 4 quarters since.
  • Alpine Group USVI's Apple position peaked at $2.04M in Q2 2017.
  • 3,029 funds tracked by Wall St. Rank held Apple as of Q3 2019.

Based on Alpine Group USVI's 13F filing for Q3 2019, filed 11 Oct 2019.