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Credo Capital Management’s Apple AAPL Stock Holding History

Credo Capital 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
2013
Q4 		$139K Buy
6,916
+1,232
+22% +$23.3K 0.6% 63
2013
Q3 		$97K Sell
5,684
-532
-9% -$8.82K 0.17% 64
2013
Q2 		$88K Buy
+6,216
New +$95.6K 0.07% 61

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Credo Capital Management's AAPL Position: Q4 2013 in Review

Credo Capital Management increased its Apple (AAPL) stake by 22% in Q4 2013, buying an estimated $23.3K and bringing the position to 6,916 shares worth $139K. The position accounts for 0.6% of the portfolio, ranked #63.

Credo Capital Management first reported a position in AAPL in Q2 2013 and has held it in 3 quarters since. 2,072 funds tracked by Wall St. Rank hold AAPL as of Q4 2013.

  • Credo Capital Management held 6,916 shares of Apple worth $139K as of Q4 2013.
  • Credo Capital Management bought 1,232 Apple shares in Q4 2013, an estimated $23.3K.
  • Apple made up 0.6% of Credo Capital Management's portfolio in Q4 2013, its #63 holding.
  • Credo Capital Management first reported a position in Apple in Q2 2013 and has held it in 3 quarters since.
  • 2,072 funds tracked by Wall St. Rank held Apple as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.