Biegel & Waller’s Apple AAPL Stock Holding History

Biegel & Waller’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 Q3	$1.55M	Buy	27,652 +1,628	+6%	+$85.1K	0.87%	20
2019 Q2	$1.29M	Sell	26,024 -232	-0.9%	-$11.3K	0.66%	25
2019 Q1	$1.25M	Sell	26,256 -72	-0.3%	-$3.05K	0.64%	24
2018 Q4	$1.04M	Sell	26,328 -1,196	-4%	-$58K	0.61%	25
2018 Q3	$1.55M	Buy	27,524 +5,732	+26%	+$299K	0.9%	20
2018 Q2	$1.01M	Buy	21,792 +668	+3%	+$30.3K	0.63%	18
2018 Q1	$886K	Buy	21,124 +596	+3%	+$25.7K	0.56%	17
2017 Q4	$868K	Sell	20,528 -1,016	-5%	-$42.5K	0.5%	18
2017 Q3	$830K	Buy	21,544 +560	+3%	+$21.7K	0.52%	17
2017 Q2	$756K	Sell	20,984 -2,476	-11%	-$91.5K	0.46%	18
2017 Q1	$843K	Buy	23,460 +420	+2%	+$13.8K	0.58%	15
2016 Q4	$700K	Buy	+23,040	New	+$653K	0.49%	15

Other funds holding AAPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Biegel & Waller's AAPL Position: Q3 2019 in Review

Biegel & Waller increased its Apple (AAPL) stake by 6.3% in Q3 2019, buying an estimated $85.1K and bringing the position to 27,652 shares worth $1.55M. The position accounts for 0.87% of the portfolio, ranked #20.

Biegel & Waller first reported a position in AAPL in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.55M in Q3 2018. 3,030 funds tracked by Wall St. Rank hold AAPL as of Q3 2019.

Biegel & Waller held 27,652 shares of Apple worth $1.55M as of Q3 2019.
Biegel & Waller bought 1,628 Apple shares in Q3 2019, an estimated $85.1K.
Apple made up 0.87% of Biegel & Waller's portfolio in Q3 2019, its #20 holding.
Biegel & Waller first reported a position in Apple in Q4 2016 and has held it in 12 quarters since.
Biegel & Waller's Apple position peaked at $1.55M in Q3 2018.
3,030 funds tracked by Wall St. Rank held Apple as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.