Buckingham Capital Management (New York)’s Apple AAPL Stock Holding History

Buckingham Capital Management (New York)’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 Q4	–	Sell	-186,556	Closed	-$10.4M	–	1
2019 Q3	$10.4M	Hold	186,556	–	–	1.34%	24
2019 Q2	$9.23M	Sell	186,556 -11,800	-6%	-$575K	1.14%	33
2019 Q1	$9.42M	Sell	198,356 -40,000	-17%	-$1.7M	0.89%	38
2018 Q4	$9.4M	Sell	238,356 -76,000	-24%	-$3.68M	1.42%	33
2018 Q3	$17.7M	Hold	314,356	–	–	1.81%	15
2018 Q2	$14.5M	Sell	314,356 -10,688	-3%	-$485K	1.44%	29
2018 Q1	$13.6M	Buy	325,044 +9,824	+3%	+$423K	1.57%	27
2017 Q4	$13.3M	Sell	315,220 -6,460	-2%	-$270K	1.6%	26
2017 Q3	$12.4M	Sell	321,680 -15,412	-5%	-$598K	1.64%	24
2017 Q2	$12.1M	Hold	337,092	–	–	1.42%	29
2017 Q1	$12.1M	Sell	337,092 -23,552	-7%	-$776K	1.62%	21
2016 Q4	$10.4M	Buy	360,644 +57,592	+19%	+$1.63M	1.38%	28
2016 Q3	$8.56M	Sell	303,052 -88,760	-23%	-$2.35M	1.07%	33
2016 Q2	$9.36M	Sell	391,812 -85,432	-18%	-$2.12M	1.14%	34
2016 Q1	$13M	Buy	477,244 +180,000	+61%	+$4.48M	1.48%	27
2015 Q4	$7.82M	Sell	297,244 -75,364	-20%	-$2.15M	0.97%	46
2015 Q3	$10.3M	Sell	372,608 -405,028	-52%	-$11.9M	0.93%	47
2015 Q2	$24.4M	Sell	777,636 -1,484	-0.2%	-$47.5K	2.02%	13
2015 Q1	$24.2M	Sell	779,120 -38,080	-5%	-$1.15M	2.11%	12
2014 Q4	$22.6M	Buy	817,200 +460,000	+129%	+$12.5M	1.99%	16
2014 Q3	$9M	Sell	357,200 -760,000	-68%	-$18.7M	0.8%	43
2014 Q2	$26M	Buy	1,117,200 +280,000	+33%	+$5.96M	2.1%	12
2014 Q1	$16M	Buy	837,200 +557,200	+199%	+$10.6M	1.49%	25
2013 Q4	$5.61M	Buy	+280,000	New	+$5.29M	0.57%	67

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Buckingham Capital Management (New York)'s AAPL Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of Apple (AAPL) in Q4 2019, closing a stake of 186,556 shares — an estimated $10.4M sold.

Buckingham Capital Management (New York) first reported a position in AAPL in Q4 2013 and held it in 24 quarters. The position peaked at $26M in Q2 2014. 3,362 funds tracked by Wall St. Rank hold AAPL as of Q4 2019.

Buckingham Capital Management (New York) reported no remaining Apple position as of Q4 2019 after selling out during the quarter.
Buckingham Capital Management (New York) sold 186,556 Apple shares in Q4 2019, an estimated $10.4M.
Buckingham Capital Management (New York) first reported a position in Apple in Q4 2013 and held it in 24 quarters.
Buckingham Capital Management (New York)'s Apple position peaked at $26M in Q2 2014.
3,362 funds tracked by Wall St. Rank held Apple as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.