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Enlightenment Research’s Apple AAPL Stock Holding History

Enlightenment Research’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
2022
Q2 		– Sell
-6,109
Closed -$1.07M – 97
2022
Q1 		$1.07M Buy
+6,109
New +$1.03M 1.42% 18
2021
Q2 		– Sell
-13,607
Closed -$1.66M – 127
2021
Q1 		$1.66M Buy
+13,607
New +$1.75M 1.99% 10
2020
Q3 		– Sell
-45,200
Closed -$4.12M – 68
2020
Q2 		$4.12M Buy
+45,200
New +$3.5M 9.82% 1
2019
Q3 		– Sell
-350,400
Closed -$17.5M – 93
2019
Q2 		$17.5M Buy
350,400
+313,180
+841% +$15.3M 8.92% 1
2019
Q1 		$1.77M Sell
37,220
-71,160
-66% -$3.02M 3.44% 6
2018
Q4 		$4.27M Buy
+108,380
New +$5.25M 5.31% 1

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Enlightenment Research's AAPL Position: Q2 2022 in Review

Enlightenment Research sold out of Apple (AAPL) in Q2 2022, closing a stake of 6,109 shares — an estimated $1.07M sold.

Enlightenment Research first reported a position in AAPL in Q4 2018 and held it in 6 quarters. The position peaked at $17.5M in Q2 2019. 4,327 funds tracked by Wall St. Rank hold AAPL as of Q2 2022.

  • Enlightenment Research reported no remaining Apple position as of Q2 2022 after selling out during the quarter.
  • Enlightenment Research sold 6,109 Apple shares in Q2 2022, an estimated $1.07M.
  • Enlightenment Research first reported a position in Apple in Q4 2018 and held it in 6 quarters.
  • Enlightenment Research's Apple position peaked at $17.5M in Q2 2019.
  • 4,327 funds tracked by Wall St. Rank held Apple as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.