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Crestwood Capital Management’s Apple AAPL Stock Holding History

Crestwood 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
2021
Q1 		– Sell
-16,740
Closed -$2.22M – 19
2020
Q4 		$2.22M Sell
16,740
-2,700
-14% -$325K 1.05% 21
2020
Q3 		$2.25M Buy
+19,440
New +$2.12M 1.02% 25

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
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
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

Crestwood Capital Management's AAPL Position: Q1 2021 in Review

Crestwood Capital Management sold out of Apple (AAPL) in Q1 2021, closing a stake of 16,740 shares — an estimated $2.22M sold.

Crestwood Capital Management first reported a position in AAPL in Q3 2020 and held it in 2 quarters. The position peaked at $2.25M in Q3 2020. 3,844 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

  • Crestwood Capital Management reported no remaining Apple position as of Q1 2021 after selling out during the quarter.
  • Crestwood Capital Management sold 16,740 Apple shares in Q1 2021, an estimated $2.22M.
  • Crestwood Capital Management first reported a position in Apple in Q3 2020 and held it in 2 quarters.
  • Crestwood Capital Management's Apple position peaked at $2.25M in Q3 2020.
  • 3,844 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on Crestwood Capital Management's 13F filing for Q1 2021, filed 13 May 2021.