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Evanston Advisors’s Apple AAPL Stock Holding History

Evanston Advisors’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 		$551K Buy
13,960
+6,256
+81% +$303K 0.15% 40
2018
Q3 		$435K Sell
7,704
-124
-2% -$6.46K 0.1% 54
2018
Q2 		$362K Buy
7,828
+124
+2% +$5.62K 0.08% 54
2018
Q1 		$323K Buy
7,704
+760
+11% +$32.7K 0.08% 54
2017
Q4 		$294K Buy
6,944
+840
+14% +$35.1K 0.07% 55
2017
Q3 		$235K Sell
6,104
-222,048
-97% -$8.61M 0.06% 59
2017
Q2 		$8.21M Buy
228,152
+2,664
+1% +$98.5K 2.02% 9
2017
Q1 		$8.1M Sell
225,488
-12,428
-5% -$409K 2.2% 7
2016
Q4 		$6.89M Sell
237,916
-4,388
-2% -$124K 2.12% 20
2016
Q3 		$6.85M Buy
242,304
+2,996
+1% +$79.3K 2.15% 11
2016
Q2 		$5.72M Buy
239,308
+11,236
+5% +$279K 1.87% 27
2016
Q1 		$6.21M Buy
228,072
+11,468
+5% +$286K 2.05% 21
2015
Q4 		$5.7M Buy
216,604
+132
+0.1% +$3.77K 1.99% 31
2015
Q3 		$5.97M Buy
216,472
+19,572
+10% +$574K 1.98% 21
2015
Q2 		$6.17M Sell
196,900
-504
-0.3% -$16.1K 2.02% 14
2015
Q1 		$6.14M Sell
197,404
-3,080
-2% -$93K 2.01% 14
2014
Q4 		$5.53M Buy
+200,484
New +$5.45M 1.95% 29

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

Evanston Advisors's AAPL Position: Q4 2018 in Review

Evanston Advisors increased its Apple (AAPL) stake by 81% in Q4 2018, buying an estimated $303K and bringing the position to 13,960 shares worth $551K. The position accounts for 0.15% of the portfolio, ranked #40.

Evanston Advisors first reported a position in AAPL in Q4 2014 and has held it in 17 quarters since. The position peaked at $8.21M in Q2 2017. 3,039 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

  • Evanston Advisors held 13,960 shares of Apple worth $551K as of Q4 2018.
  • Evanston Advisors bought 6,256 Apple shares in Q4 2018, an estimated $303K.
  • Apple made up 0.15% of Evanston Advisors's portfolio in Q4 2018, its #40 holding.
  • Evanston Advisors first reported a position in Apple in Q4 2014 and has held it in 17 quarters since.
  • Evanston Advisors's Apple position peaked at $8.21M in Q2 2017.
  • 3,039 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.