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Beach Investment Management’s Apple AAPL Stock Holding History

Beach Investment Management’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
2020
Q1 		– Sell
-16,560
Closed -$1.22M – 31
2019
Q4 		$1.22M Buy
+16,560
New +$1.07M 2.37% 15
2019
Q2 		– Sell
-16,364
Closed -$777K – 39
2019
Q1 		$777K Buy
16,364
+5,120
+46% +$217K 1.4% 25
2018
Q4 		$443K Sell
11,244
-12,000
-52% -$582K 0.99% 28
2018
Q3 		$1.31M Hold
23,244
– – 2.05% 22
2018
Q2 		$1.08M Sell
23,244
-8,680
-27% -$394K 1.78% 22
2018
Q1 		$1.34M Sell
31,924
-10,836
-25% -$466K 2.17% 18
2017
Q4 		$1.81M Buy
42,760
+9,920
+30% +$415K 2.77% 12
2017
Q3 		$1.26M Sell
32,840
-11,200
-25% -$434K 2.2% 18
2017
Q2 		$1.59M Hold
44,040
– – 2.39% 18
2017
Q1 		$1.58M Buy
+44,040
New +$1.45M 2.49% 15
2016
Q2 		– Sell
-59,120
Closed -$1.61M – 37
2016
Q1 		$1.61M Buy
59,120
+47,080
+391% +$1.17M 2.93% 15
2015
Q4 		$317K Buy
+12,040
New +$344K 0.56% 44
2015
Q3 		– Sell
-108,520
Closed -$3.4M – 43
2015
Q2 		$3.4M Sell
108,520
-40,080
-27% -$1.28M 5.09% 2
2015
Q1 		$4.62M Sell
148,600
-15,080
-9% -$455K 6.81% 1
2014
Q4 		$4.52M Buy
163,680
+15,000
+10% +$408K 6.35% 1
2014
Q3 		$3.75M Buy
148,680
+29,160
+24% +$716K 5.48% 3
2014
Q2 		$2.78M Buy
+119,520
New +$2.54M 3.81% 6

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beach Investment Management's AAPL Position: Q1 2020 in Review

Beach Investment Management sold out of Apple (AAPL) in Q1 2020, closing a stake of 16,560 shares — an estimated $1.22M sold.

Beach Investment Management first reported a position in AAPL in Q2 2014 and held it in 17 quarters. The position peaked at $4.62M in Q1 2015. 3,348 funds tracked by Wall St. Rank hold AAPL as of Q1 2020.

  • Beach Investment Management reported no remaining Apple position as of Q1 2020 after selling out during the quarter.
  • Beach Investment Management sold 16,560 Apple shares in Q1 2020, an estimated $1.22M.
  • Beach Investment Management first reported a position in Apple in Q2 2014 and held it in 17 quarters.
  • Beach Investment Management's Apple position peaked at $4.62M in Q1 2015.
  • 3,348 funds tracked by Wall St. Rank held Apple as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.