BancorpSouth’s Apple AAPL Stock Holding History

BancorpSouth’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 Q3	$8.75M	Buy	227,156 +20,776	+10%	+$806K	0.86%	18
2017 Q2	$7.43M	Buy	206,380 +4,736	+2%	+$175K	0.75%	18
2017 Q1	$7.24M	Buy	201,644 +6,212	+3%	+$205K	0.76%	17
2016 Q4	$5.66M	Buy	195,432 +15,568	+9%	+$441K	0.63%	18
2016 Q3	$5.08M	Buy	179,864 +5,844	+3%	+$155K	0.55%	21
2016 Q2	$4.16M	Sell	174,020 -412	-0.2%	-$10.2K	0.46%	21
2016 Q1	$4.75M	Buy	174,432 +368	+0.2%	+$9.17K	0.57%	20
2015 Q4	$4.58M	Buy	174,064 +4,628	+3%	+$132K	0.57%	22
2015 Q3	$4.67M	Buy	169,436 +5,448	+3%	+$160K	0.6%	22
2015 Q2	$5.14M	Buy	163,988 +12,092	+8%	+$387K	0.58%	22
2015 Q1	$4.72M	Buy	151,896 +10,380	+7%	+$313K	0.51%	21
2014 Q4	$3.9M	Buy	141,516 +4,420	+3%	+$120K	0.43%	24
2014 Q3	$3.45M	Buy	137,096 +5,528	+4%	+$136K	0.37%	25
2014 Q2	$3.06M	Buy	131,568 +11,700	+10%	+$249K	0.32%	26
2014 Q1	$2.3M	Buy	119,868 +20,188	+20%	+$384K	0.25%	32
2013 Q4	$2M	Buy	99,680 +7,056	+8%	+$133K	0.22%	34
2013 Q3	$1.58M	Buy	92,624 +16,492	+22%	+$273K	0.18%	38
2013 Q2	$1.08M	Buy	+76,132	New	+$1.17M	0.13%	54

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BancorpSouth's AAPL Position: Q3 2017 in Review

BancorpSouth increased its Apple (AAPL) stake by 10% in Q3 2017, buying an estimated $806K and bringing the position to 227,156 shares worth $8.75M. The position accounts for 0.86% of the portfolio, ranked #18.

BancorpSouth first reported a position in AAPL in Q2 2013 and has held it in 18 quarters since. 2,527 funds tracked by Wall St. Rank hold AAPL as of Q3 2017.

BancorpSouth held 227,156 shares of Apple worth $8.75M as of Q3 2017.
BancorpSouth bought 20,776 Apple shares in Q3 2017, an estimated $806K.
Apple made up 0.86% of BancorpSouth's portfolio in Q3 2017, its #18 holding.
BancorpSouth first reported a position in Apple in Q2 2013 and has held it in 18 quarters since.
2,527 funds tracked by Wall St. Rank held Apple as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.