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Coalescence Partners Investment Management’s Apple AAPL Stock Holding History

Coalescence Partners 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
2021
Q1 		– Sell
-100,000
Closed -$13.3M – 6
2020
Q4 		$13.3M Buy
+100,000
New +$12M 6.84% 7

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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
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Bank of New York Mellon
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Coalescence Partners Investment Management's AAPL Position: Q1 2021 in Review

Coalescence Partners Investment Management sold out of Apple (AAPL) in Q1 2021, closing a stake of 100,000 shares — an estimated $13.3M sold.

Coalescence Partners Investment Management first reported a position in AAPL in Q4 2020 and held it in 1 quarter. The position peaked at $13.3M in Q4 2020. 3,843 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

  • Coalescence Partners Investment Management reported no remaining Apple position as of Q1 2021 after selling out during the quarter.
  • Coalescence Partners Investment Management sold 100,000 Apple shares in Q1 2021, an estimated $13.3M.
  • Coalescence Partners Investment Management first reported a position in Apple in Q4 2020 and held it in 1 quarter.
  • Coalescence Partners Investment Management's Apple position peaked at $13.3M in Q4 2020.
  • 3,843 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on Coalescence Partners Investment Management's 13F filing for Q1 2021, filed 20 Jun 2023.