CPIM
AAPL icon

Columbia Partners Investment Management’s Apple AAPL Stock Holding History

Columbia 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
2018
Q4 		$4.79M Sell
121,404
-30,048
-20% -$1.46M 1.86% 13
2018
Q3 		$8.55M Sell
151,452
-320
-0.2% -$16.7K 2.18% 7
2018
Q2 		$7.02M Sell
151,772
-539,160
-78% -$24.5M 2.01% 11
2018
Q1 		$29M Buy
690,932
+63,916
+10% +$2.75M 3.7% 3
2017
Q4 		$26.5M Sell
627,016
-43,768
-7% -$1.83M 3.52% 3
2017
Q3 		$25.8M Buy
670,784
+37,856
+6% +$1.47M 3.4% 3
2017
Q2 		$22.8M Sell
632,928
-19,240
-3% -$711K 2.91% 3
2017
Q1 		$23.4M Buy
652,168
+14,352
+2% +$473K 2.98% 3
2016
Q4 		$18.5M Sell
637,816
-118,612
-16% -$3.36M 1.64% 4
2016
Q3 		$21.4M Sell
756,428
-8,940
-1% -$237K 1.67% 5
2016
Q2 		$18.3M Sell
765,368
-229,004
-23% -$5.69M 1.36% 5
2016
Q1 		$27.1M Sell
994,372
-151,824
-13% -$3.78M 1.93% 2
2015
Q4 		$30.2M Sell
1,146,196
-139,784
-11% -$3.99M 2.09% 3
2015
Q3 		$35.5M Sell
1,285,980
-37,484
-3% -$1.1M 2.47% 1
2015
Q2 		$41.5M Sell
1,323,464
-316,800
-19% -$10.1M 2.56% 1
2015
Q1 		$51M Sell
1,640,264
-33,264
-2% -$1M 2.71% 1
2014
Q4 		$46.2M Buy
1,673,528
+30,452
+2% +$829K 2.39% 1
2014
Q3 		$41.4M Buy
1,643,076
+58,344
+4% +$1.43M 2.11% 2
2014
Q2 		$36.8M Sell
1,584,732
-13,956
-0.9% -$297K 1.7% 5
2014
Q1 		$30.6M Sell
1,598,688
-221,368
-12% -$4.21M 1.34% 8
2013
Q4 		$36.5M Sell
1,820,056
-175,280
-9% -$3.31M 1.56% 7
2013
Q3 		$34M Buy
1,995,336
+216,160
+12% +$3.58M 1.51% 8
2013
Q2 		$25.2M Buy
+1,779,176
New +$27.4M 1.19% 12

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

Columbia Partners Investment Management's AAPL Position: Q4 2018 in Review

Columbia Partners Investment Management reduced its Apple (AAPL) stake by 20% in Q4 2018, selling an estimated $1.46M and leaving 121,404 shares worth $4.79M. The position accounts for 1.86% of the portfolio, ranked #13.

Columbia Partners Investment Management first reported a position in AAPL in Q2 2013 and has held it in 23 quarters since. The position peaked at $51M in Q1 2015. 3,040 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

  • Columbia Partners Investment Management held 121,404 shares of Apple worth $4.79M as of Q4 2018.
  • Columbia Partners Investment Management sold 30,048 Apple shares in Q4 2018, an estimated $1.46M.
  • Apple made up 1.86% of Columbia Partners Investment Management's portfolio in Q4 2018, its #13 holding.
  • Columbia Partners Investment Management first reported a position in Apple in Q2 2013 and has held it in 23 quarters since.
  • Columbia Partners Investment Management's Apple position peaked at $51M in Q1 2015.
  • 3,040 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.