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Benchmark Capital Advisors’s Apple AAPL Stock Holding History

Benchmark Capital Advisors’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
2015
Q3 		– Sell
-280
Closed -$282K – 128
2015
Q2 		$282K Hold
280
– – 0.2% 90
2015
Q1 		$278K Buy
+280
New +$8.46K 0.18% 98

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Benchmark Capital Advisors's AAPL Position: Q4 2018 in Review

Benchmark Capital Advisors reduced its Apple (AAPL) stake by 57% in Q4 2018, selling an estimated $4.43M and leaving 69,364 shares worth $2.73M. The position accounts for 2.72% of the portfolio, ranked #9.

Benchmark Capital Advisors first reported a position in AAPL in Q2 2013 and has held it in 23 quarters since. The position peaked at $9.08M in Q3 2018. 3,040 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

  • Benchmark Capital Advisors held 69,364 shares of Apple worth $2.73M as of Q4 2018.
  • Benchmark Capital Advisors sold 91,460 Apple shares in Q4 2018, an estimated $4.43M.
  • Apple made up 2.72% of Benchmark Capital Advisors's portfolio in Q4 2018, its #9 holding.
  • Benchmark Capital Advisors first reported a position in Apple in Q2 2013 and has held it in 23 quarters since.
  • Benchmark Capital Advisors's Apple position peaked at $9.08M in Q3 2018.
  • 3,040 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.