Aperio Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.99B | Buy |
15,027,461
+18,683
| +0.1% | +$2.25M | 5.9% | 1 |
|
|
2020
Q3 | $1.74B | Buy |
15,008,778
+148,054
| +1% | +$16.2M | 5.87% | 1 |
|
|
2020
Q2 | $1.36B | Sell |
14,860,724
-9,700
| -0.1% | -$752K | 5.01% | 1 |
|
|
2020
Q1 | $945M | Buy |
14,870,424
+311,744
| +2% | +$22.9M | 4.18% | 2 |
|
|
2019
Q4 | $1.07B | Buy |
14,558,680
+167,120
| +1% | +$10.8M | 3.84% | 1 |
|
|
2019
Q3 | $806M | Buy |
14,391,560
+476,160
| +3% | +$24.9M | 3.19% | 2 |
|
|
2019
Q2 | $689M | Buy |
13,915,400
+167,996
| +1% | +$8.19M | 2.81% | 2 |
|
|
2019
Q1 | $653M | Buy |
13,747,404
+395,992
| +3% | +$16.8M | 2.82% | 1 |
|
|
2018
Q4 | $527M | Sell |
13,351,412
-583,080
| -4% | -$28.3M | 2.65% | 2 |
|
|
2018
Q3 | $786M | Buy |
13,934,492
+221,824
| +2% | +$11.6M | 3.47% | 1 |
|
|
2018
Q2 | $635M | Buy |
13,712,668
+336,432
| +3% | +$15.3M | 3.03% | 1 |
|
|
2018
Q1 | $561M | Buy |
13,376,236
+398,148
| +3% | +$17.1M | 2.79% | 1 |
|
|
2017
Q4 | $549M | Buy |
12,978,088
+589,324
| +5% | +$24.6M | 2.79% | 1 |
|
|
2017
Q3 | $477M | Buy |
12,388,764
+785,496
| +7% | +$30.5M | 2.69% | 1 |
|
|
2017
Q2 | $418M | Buy |
11,603,268
+917,128
| +9% | +$33.9M | 2.56% | 1 |
|
|
2017
Q1 | $384M | Buy |
10,686,140
+621,696
| +6% | +$20.5M | 2.62% | 1 |
|
|
2016
Q4 | $291M | Sell |
10,064,444
-450,540
| -4% | -$12.8M | 2.23% | 1 |
|
|
2016
Q3 | $297M | Buy |
10,514,984
+850,124
| +9% | +$22.5M | 2.15% | 1 |
|
|
2016
Q2 | $231M | Buy |
9,664,860
+255,564
| +3% | +$6.35M | 1.81% | 1 |
|
|
2016
Q1 | $256M | Buy |
9,409,296
+86,864
| +0.9% | +$2.16M | 2.19% | 1 |
|
|
2015
Q4 | $245M | Buy |
9,322,432
+282,080
| +3% | +$8.06M | 2.25% | 1 |
|
|
2015
Q3 | $249M | Buy |
9,040,352
+425,000
| +5% | +$12.5M | 2.54% | 1 |
|
|
2015
Q2 | $270M | Buy |
8,615,352
+722,220
| +9% | +$23.1M | 2.79% | 1 |
|
|
2015
Q1 | $246M | Buy |
7,893,132
+514,708
| +7% | +$15.5M | 2.75% | 1 |
|
|
2014
Q4 | $204M | Buy |
7,378,424
+301,696
| +4% | +$8.21M | 2.51% | 1 |
|
|
2014
Q3 | $178M | Buy |
7,076,728
+417,788
| +6% | +$10.3M | 2.41% | 1 |
|
|
2014
Q2 | $155M | Buy |
6,658,940
+362,860
| +6% | +$7.72M | 2.25% | 1 |
|
|
2014
Q1 | $121M | Buy |
+6,296,080
| New | +$120M | 1.7% | 1 |
|
|
2013
Q4 | – | Sell |
-5,232,164
| Closed | -$98.8M | – | 1 |
|
|
2013
Q3 | $89.1M | Buy |
5,232,164
+912,968
| +21% | +$15.1M | 1.72% | 1 |
|
|
2013
Q2 | $61.2M | Buy |
+4,319,196
| New | +$66.4M | 1.45% | 2 |
|
Other funds holding AAPL
Aperio Group's AAPL Position: Q4 2020 in Review
Aperio Group increased its Apple (AAPL) stake by 0.12% in Q4 2020, buying an estimated $2.25M and bringing the position to 15,027,461 shares worth $1.99B. The position accounts for 5.9% of the portfolio, ranked #1.
Aperio Group first reported a position in AAPL in Q2 2013 and has held it in 30 quarters since. 3,848 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.
- Aperio Group held 15,027,461 shares of Apple worth $1.99B as of Q4 2020.
- Aperio Group bought 18,683 Apple shares in Q4 2020, an estimated $2.25M.
- Apple made up 5.9% of Aperio Group's portfolio in Q4 2020, its #1 holding.
- Aperio Group first reported a position in Apple in Q2 2013 and has held it in 30 quarters since.
- 3,848 funds tracked by Wall St. Rank held Apple as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.