Bingham Osborn & Scarborough’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-102,586
| Closed | -$14.5M | – | 1 |
|
|
2021
Q3 | $14.5M | Sell |
102,586
-7,549
| -7% | -$1.11M | 1.02% | 14 |
|
|
2021
Q2 | $15.1M | Buy |
110,135
+1,790
| +2% | +$232K | 1.07% | 11 |
|
|
2021
Q1 | $13.2M | Buy |
108,345
+1,123
| +1% | +$144K | 1% | 13 |
|
|
2020
Q4 | $14.2M | Sell |
107,222
-141,553
| -57% | -$17M | 1.13% | 11 |
|
|
2020
Q3 | $28.8M | Sell |
248,775
-3,389
| -1% | -$370K | 2.17% | 10 |
|
|
2020
Q2 | $23M | Buy |
252,164
+24,816
| +11% | +$1.92M | 1.85% | 10 |
|
|
2020
Q1 | $14.5M | Buy |
227,348
+4,296
| +2% | +$316K | 1.42% | 10 |
|
|
2019
Q4 | $16.4M | Sell |
223,052
-1,492
| -0.7% | -$96K | 1.34% | 10 |
|
|
2019
Q3 | $12.6M | Sell |
224,544
-8,304
| -4% | -$434K | 1.12% | 10 |
|
|
2019
Q2 | $11.5M | Buy |
232,848
+3,436
| +1% | +$167K | 1.03% | 12 |
|
|
2019
Q1 | $10.9M | Sell |
229,412
-17,824
| -7% | -$756K | 1.01% | 12 |
|
|
2018
Q4 | $9.75M | Buy |
247,236
+4,284
| +2% | +$208K | 0.99% | 13 |
|
|
2018
Q3 | $13.7M | Buy |
242,952
+1,012
| +0.4% | +$52.7K | 1.22% | 9 |
|
|
2018
Q2 | $11.2M | Sell |
241,940
-368
| -0.2% | -$16.7K | 1.06% | 11 |
|
|
2018
Q1 | $10.2M | Buy |
242,308
+49,488
| +26% | +$2.13M | 0.96% | 12 |
|
|
2017
Q4 | $8.16M | Sell |
192,820
-10,776
| -5% | -$450K | 0.74% | 15 |
|
|
2017
Q3 | $7.84M | Buy |
203,596
+18,904
| +10% | +$733K | 0.73% | 15 |
|
|
2017
Q2 | $6.65M | Buy |
184,692
+17,660
| +11% | +$653K | 0.64% | 17 |
|
|
2017
Q1 | $6M | Buy |
167,032
+4,756
| +3% | +$157K | 0.59% | 17 |
|
|
2016
Q4 | $4.7M | Buy |
162,276
+588
| +0.4% | +$16.7K | 0.49% | 20 |
|
|
2016
Q3 | $4.57M | Buy |
161,688
+67,684
| +72% | +$1.79M | 0.48% | 20 |
|
|
2016
Q2 | $2.25M | Sell |
94,004
-6,104
| -6% | -$152K | 0.26% | 29 |
|
|
2016
Q1 | $2.73M | Sell |
100,108
-11,084
| -10% | -$276K | 0.32% | 24 |
|
|
2015
Q4 | $2.93M | Buy |
111,192
+1,812
| +2% | +$51.8K | 0.36% | 23 |
|
|
2015
Q3 | $3.02M | Buy |
109,380
+2,244
| +2% | +$65.8K | 0.38% | 21 |
|
|
2015
Q2 | $3.36M | Buy |
107,136
+2,408
| +2% | +$77K | 0.41% | 19 |
|
|
2015
Q1 | $3.26M | Sell |
104,728
-18,112
| -15% | -$547K | 0.39% | 19 |
|
|
2014
Q4 | $3.39M | Sell |
122,840
-5,660
| -4% | -$154K | 0.41% | 21 |
|
|
2014
Q3 | $3.24M | Buy |
128,500
+17,812
| +16% | +$437K | 0.41% | 20 |
|
|
2014
Q2 | $2.57M | Buy |
110,688
+19,856
| +22% | +$423K | 0.34% | 20 |
|
|
2014
Q1 | $1.74M | Buy |
90,832
+308
| +0.3% | +$5.86K | 0.24% | 26 |
|
|
2013
Q4 | $1.81M | Sell |
90,524
-3,444
| -4% | -$65.1K | 0.26% | 23 |
|
|
2013
Q3 | $1.6M | Sell |
93,968
-10,864
| -10% | -$180K | 0.26% | 23 |
|
|
2013
Q2 | $1.48M | Buy |
+104,832
| New | +$1.61M | 0.26% | 23 |
|
Other funds holding AAPL
Bingham Osborn & Scarborough's AAPL Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of Apple (AAPL) in Q4 2021, closing a stake of 102,586 shares — an estimated $14.5M sold.
Bingham Osborn & Scarborough first reported a position in AAPL in Q2 2013 and held it in 34 quarters. The position peaked at $28.8M in Q3 2020. 4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining Apple position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 102,586 Apple shares in Q4 2021, an estimated $14.5M.
- Bingham Osborn & Scarborough first reported a position in Apple in Q2 2013 and held it in 34 quarters.
- Bingham Osborn & Scarborough's Apple position peaked at $28.8M in Q3 2020.
- 4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.