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Foresters Investment Management’s Apple AAPL Stock Holding History

Foresters Investment 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
2019
Q3 		– Sell
-142,000
Closed -$7.03M – 296
2019
Q2 		$7.03M Sell
142,000
-535,920
-79% -$26.1M 0.13% 230
2019
Q1 		$32.2M Sell
677,920
-600,400
-47% -$25.5M 0.56% 53
2018
Q4 		$50.4M Sell
1,278,320
-300,668
-19% -$14.6M 0.95% 14
2018
Q3 		$89.1M Buy
1,578,988
+486,428
+45% +$25.3M 1.41% 3
2018
Q2 		$50.6M Sell
1,092,560
-614,800
-36% -$27.9M 0.86% 18
2018
Q1 		$71.6M Sell
1,707,360
-482,000
-22% -$20.7M 1.19% 5
2017
Q4 		$92.6M Sell
2,189,360
-16,400
-0.7% -$685K 1.45% 2
2017
Q3 		$85M Buy
2,205,760
+6,400
+0.3% +$248K 1.39% 3
2017
Q2 		$79.2M Sell
2,199,360
-1,600
-0.1% -$59.2K 1.33% 4
2017
Q1 		$79M Sell
2,200,960
-14,400
-0.7% -$474K 1.39% 3
2016
Q4 		$64.5M Sell
2,215,360
-21,600
-1% -$612K 1.15% 7
2016
Q3 		$63.2M Buy
2,236,960
+61,600
+3% +$1.63M 1.17% 6
2016
Q2 		$52M Buy
2,175,360
+35,380
+2% +$879K 1% 16
2016
Q1 		$58.3M Buy
2,139,980
+2,800
+0.1% +$69.8K 1.18% 9
2015
Q4 		$56.2M Sell
2,137,180
-71,200
-3% -$2.03M 1.14% 11
2015
Q3 		$60.9M Buy
2,208,380
+24,000
+1% +$704K 1.3% 4
2015
Q2 		$68.5M Sell
2,184,380
-9,240
-0.4% -$296K 1.29% 4
2015
Q1 		$68.2M Sell
2,193,620
-238,380
-10% -$7.2M 1.32% 4
2014
Q4 		$67.1M Sell
2,432,000
-11,000
-0.5% -$299K 1.34% 4
2014
Q3 		$61.5M Hold
2,443,000
– – 1.3% 4
2014
Q2 		$56.8M Buy
2,443,000
+25,200
+1% +$536K 1.17% 5
2014
Q1 		$46.3M Hold
2,417,800
– – 1% 11
2013
Q4 		$48.5M Buy
2,417,800
+75,600
+3% +$1.43M 1.05% 9
2013
Q3 		$39.9M Buy
2,342,200
+452,200
+24% +$7.5M 0.97% 18
2013
Q2 		$26.7M Buy
+1,890,000
New +$29.1M 0.8% 40

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foresters Investment Management's AAPL Position: Q3 2019 in Review

Foresters Investment Management sold out of Apple (AAPL) in Q3 2019, closing a stake of 142,000 shares — an estimated $7.03M sold.

Foresters Investment Management first reported a position in AAPL in Q2 2013 and held it in 25 quarters. The position peaked at $92.6M in Q4 2017. 3,028 funds tracked by Wall St. Rank hold AAPL as of Q3 2019.

  • Foresters Investment Management reported no remaining Apple position as of Q3 2019 after selling out during the quarter.
  • Foresters Investment Management sold 142,000 Apple shares in Q3 2019, an estimated $7.03M.
  • Foresters Investment Management first reported a position in Apple in Q2 2013 and held it in 25 quarters.
  • Foresters Investment Management's Apple position peaked at $92.6M in Q4 2017.
  • 3,028 funds tracked by Wall St. Rank held Apple as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.