Forester Capital Management
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Forester Capital Management’s Apple AAPL Stock Holding History

Forester 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
2017
Q2 		$18K Buy
+500
New +$18.5K 0.03% 53
2014
Q3 		– Sell
-700
Closed -$16K – 58
2014
Q2 		$16K Buy
+700
New +$14.9K 0.01% 64

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forester Capital Management's AAPL Position: Q2 2017 in Review

Forester Capital Management opened a new position in Apple (AAPL) in Q2 2017: 500 shares worth $18K. The stake represents 0.03% of the portfolio and ranks #53 among its holdings. This is a return to the name: Forester Capital Management previously reported a position in AAPL as recently as Q2 2014.

Forester Capital Management first reported a position in AAPL in Q2 2014 and has held it in 2 quarters since. 2,526 funds tracked by Wall St. Rank hold AAPL as of Q2 2017.

  • Forester Capital Management held 500 shares of Apple worth $18K as of Q2 2017.
  • Apple was a new Forester Capital Management position in Q2 2017.
  • Apple made up 0.03% of Forester Capital Management's portfolio in Q2 2017, its #53 holding.
  • Forester Capital Management first reported a position in Apple in Q2 2014 and has held it in 2 quarters since.
  • 2,526 funds tracked by Wall St. Rank held Apple as of Q2 2017.

Based on Forester Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.