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Epstein & White Financial’s Apple AAPL Stock Holding History

Epstein & White Financial’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
Q2 		$4.78M Buy
34,871
+468
+1% +$60.6K 1.26% 13
2021
Q1 		$4.2M Buy
34,403
+72
+0.2% +$9.24K 1.22% 14
2020
Q4 		$4.55M Sell
34,331
-67
-0.2% -$8.06K 1.4% 13
2020
Q3 		$3.98M Buy
34,398
+2,470
+8% +$270K 1.42% 12
2020
Q2 		$2.91M Sell
31,928
-800
-2% -$62K 1.1% 11
2020
Q1 		$2.08M Buy
32,728
+2,608
+9% +$192K 0.87% 13
2019
Q4 		$2.21M Buy
30,120
+2,036
+7% +$131K 0.97% 12
2019
Q3 		$1.57M Buy
28,084
+408
+1% +$21.3K 0.77% 12
2019
Q2 		$1.37M Sell
27,676
-2,600
-9% -$127K 0.73% 11
2019
Q1 		$1.44M Buy
30,276
+3,756
+14% +$159K 0.83% 11
2018
Q4 		$1.04M Buy
26,520
+3,232
+14% +$157K 0.65% 13
2018
Q3 		$1.32M Sell
23,288
-564
-2% -$29.4K 0.86% 12
2018
Q2 		$1.1M Buy
23,852
+1,128
+5% +$51.2K 0.82% 16
2018
Q1 		$956K Buy
22,724
+904
+4% +$38.9K 0.61% 28
2017
Q4 		$969K Buy
+21,820
New +$912K 0.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Epstein & White Financial's AAPL Position: Q2 2021 in Review

Epstein & White Financial increased its Apple (AAPL) stake by 1.4% in Q2 2021, buying an estimated $60.6K and bringing the position to 34,871 shares worth $4.78M. The position accounts for 1.26% of the portfolio, ranked #13.

Epstein & White Financial first reported a position in AAPL in Q4 2017 and has held it in 15 quarters since. 3,862 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Epstein & White Financial held 34,871 shares of Apple worth $4.78M as of Q2 2021.
  • Epstein & White Financial bought 468 Apple shares in Q2 2021, an estimated $60.6K.
  • Apple made up 1.26% of Epstein & White Financial's portfolio in Q2 2021, its #13 holding.
  • Epstein & White Financial first reported a position in Apple in Q4 2017 and has held it in 15 quarters since.
  • 3,862 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.