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Girard Securities’s Apple AAPL Stock Holding History

Girard Securities’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
Q4 		– Sell
-40,904
Closed -$1.57M – 1
2017
Q3 		$1.57M Sell
40,904
-21,588
-35% -$837K 1.39% 14
2017
Q2 		$2.25M Sell
62,492
-3,152
-5% -$117K 1.69% 11
2017
Q1 		$2.36M Sell
65,644
-14,296
-18% -$471K 2.02% 6
2016
Q4 		$2.31M Buy
79,940
+16,880
+27% +$479K 2.01% 5
2016
Q3 		$1.78M Sell
63,060
-28,216
-31% -$747K 1.82% 6
2016
Q2 		$2.19M Buy
91,276
+10,380
+13% +$258K 2% 6
2016
Q1 		$2.2M Sell
80,896
-23,512
-23% -$586K 2.17% 5
2015
Q4 		$2.75M Buy
+104,408
New +$2.98M 2.75% 4

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Girard Securities's AAPL Position: Q4 2017 in Review

Girard Securities sold out of Apple (AAPL) in Q4 2017, closing a stake of 40,904 shares — an estimated $1.57M sold.

Girard Securities first reported a position in AAPL in Q4 2015 and held it in 8 quarters. The position peaked at $2.75M in Q4 2015. 2,806 funds tracked by Wall St. Rank hold AAPL as of Q4 2017.

  • Girard Securities reported no remaining Apple position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 40,904 Apple shares in Q4 2017, an estimated $1.57M.
  • Girard Securities first reported a position in Apple in Q4 2015 and held it in 8 quarters.
  • Girard Securities's Apple position peaked at $2.75M in Q4 2015.
  • 2,806 funds tracked by Wall St. Rank held Apple as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.