Bach Option’s Apple AAPL Stock Holding History

Bach Option’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 Q4	$5.29M	Sell	72,000 -4,000	-5%	-$257K	2.24%	8
2019 Q3	$4.25M	Buy	76,000 +4,000	+6%	+$209K	1.71%	10
2019 Q2	$3.56M	Sell	72,000 -22,000	-23%	-$1.07M	1.12%	13
2019 Q1	$4.46M	Sell	94,000 -6,800	-7%	-$288K	1.89%	11
2018 Q4	$3.98M	Buy	100,800 +54,000	+115%	+$2.62M	1.05%	15
2018 Q3	$2.64M	Buy	+46,800	New	+$2.44M	0.85%	20
2018 Q2	–	Sell	-85,200	Closed	-$3.57M	–	98
2018 Q1	$3.57M	Sell	85,200 -28,400	-25%	-$1.22M	2%	8
2017 Q4	$4.81M	Sell	113,600 -6,400	-5%	-$267K	3.27%	6
2017 Q3	$4.62M	Buy	120,000 +64,000	+114%	+$2.48M	3.28%	3
2017 Q2	$2.02M	Sell	56,000 -12,000	-18%	-$444K	1.9%	12
2017 Q1	$2.44M	Buy	68,000 +4,000	+6%	+$132K	1.85%	10
2016 Q4	$1.85M	Sell	64,000 -24,000	-27%	-$680K	0.84%	13
2016 Q3	$2.49M	Buy	88,000 +12,000	+16%	+$318K	1.16%	9
2016 Q2	$1.82M	Buy	76,000 +16,000	+27%	+$398K	0.74%	7
2016 Q1	$1.64M	Buy	60,000 +20,000	+50%	+$498K	0.98%	8
2015 Q4	$1.05M	Buy	+40,000	New	+$1.14M	1.01%	13

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bach Option's AAPL Position: Q4 2019 in Review

Bach Option opened a new position in Apple (AAPL) in Q4 2019: 5,380 shares worth $395K. The stake represents 0.17% of the portfolio and ranks #51 among its holdings. This is a return to the name: Bach Option previously reported a position in AAPL as recently as Q1 2019.

Bach Option first reported a position in AAPL in Q4 2015 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2017. 3,362 funds tracked by Wall St. Rank hold AAPL as of Q4 2019.

Bach Option held 5,380 shares of Apple worth $395K as of Q4 2019.
Apple was a new Bach Option position in Q4 2019.
Apple made up 0.17% of Bach Option's portfolio in Q4 2019, its #51 holding.
Bach Option first reported a position in Apple in Q4 2015 and has held it in 6 quarters since.
Bach Option's Apple position peaked at $1.31M in Q4 2017.
3,362 funds tracked by Wall St. Rank held Apple as of Q4 2019.

Based on Bach Option's 13F filing for Q4 2019, filed 29 Jan 2020.