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Hermes Investment Management’s Apple AAPL Stock Holding History

Hermes 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
2018
Q2 		$84.4M Sell
1,823,256
-6,332
-0.3% -$287K 1.12% 14
2018
Q1 		$76.7M Sell
1,829,588
-167,940
-8% -$7.23M 1.12% 13
2017
Q4 		$84.5M Sell
1,997,528
-231,244
-10% -$9.66M 1.21% 15
2017
Q3 		$85.9M Buy
2,228,772
+296,612
+15% +$11.5M 1.29% 12
2017
Q2 		$69.6M Buy
1,932,160
+246,464
+15% +$9.11M 1.13% 23
2017
Q1 		$60.5M Sell
1,685,696
-1,187,096
-41% -$39.1M 0.98% 31
2016
Q4 		$83.2M Sell
2,872,792
-892,320
-24% -$25.3M 1.42% 10
2016
Q3 		$106M Buy
3,765,112
+502,316
+15% +$13.3M 1.81% 5
2016
Q2 		$78M Buy
3,262,796
+295,776
+10% +$7.35M 1.57% 10
2016
Q1 		$81.6M Buy
2,967,020
+65,100
+2% +$1.62M 1.71% 7
2015
Q4 		$76.4M Buy
2,901,920
+775,300
+36% +$22.2M 1.73% 7
2015
Q3 		$58.6M Buy
2,126,620
+246,704
+13% +$7.23M 1.51% 13
2015
Q2 		$58.9M Buy
1,879,916
+30,800
+2% +$985K 1.33% 11
2015
Q1 		$57.5M Buy
1,849,116
+70,800
+4% +$2.14M 1.33% 12
2014
Q4 		$49.1M Buy
1,778,316
+1,421,164
+398% +$38.7M 1.26% 19
2014
Q3 		$9M Buy
357,152
+74,800
+26% +$1.84M 0.23% 120
2014
Q2 		$6.56M Hold
282,352
– – 0.18% 122
2014
Q1 		$5.41M Buy
282,352
+39,760
+16% +$756K 0.17% 92
2013
Q4 		$4.86M Buy
242,592
+11,060
+5% +$209K 0.15% 95
2013
Q3 		$3.94M Sell
231,532
-61,600
-21% -$1.02M 0.13% 97
2013
Q2 		$4.15M Buy
+293,132
New +$4.51M 0.16% 101

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hermes Investment Management's AAPL Position: Q2 2018 in Review

Hermes Investment Management reduced its Apple (AAPL) stake by 0.35% in Q2 2018, selling an estimated $287K and leaving 1,823,256 shares worth $84.4M. The position accounts for 1.12% of the portfolio, ranked #14.

Hermes Investment Management first reported a position in AAPL in Q2 2013 and has held it in 21 quarters since. The position peaked at $106M in Q3 2016. 2,783 funds tracked by Wall St. Rank hold AAPL as of Q2 2018.

  • Hermes Investment Management held 1,823,256 shares of Apple worth $84.4M as of Q2 2018.
  • Hermes Investment Management sold 6,332 Apple shares in Q2 2018, an estimated $287K.
  • Apple made up 1.12% of Hermes Investment Management's portfolio in Q2 2018, its #14 holding.
  • Hermes Investment Management first reported a position in Apple in Q2 2013 and has held it in 21 quarters since.
  • Hermes Investment Management's Apple position peaked at $106M in Q3 2016.
  • 2,783 funds tracked by Wall St. Rank held Apple as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.