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Hochman Cole Investment Advisors’s Apple AAPL Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$5.52M Buy
38,987
+2,091
+6% +$308K 2.16% 11
2021
Q2 		$5.05M Sell
36,896
-1,569
-4% -$203K 2.02% 11
2021
Q1 		$4.7M Sell
38,465
-5,017
-12% -$644K 1.97% 12
2020
Q4 		$5.77M Buy
43,482
+2,752
+7% +$331K 2.48% 10
2020
Q3 		$4.72M Buy
40,730
+4,146
+11% +$452K 2.32% 10
2020
Q2 		$3.34M Buy
36,584
+216
+0.6% +$16.7K 1.84% 17
2020
Q1 		$2.31M Sell
36,368
-280
-0.8% -$20.6K 1.59% 20
2019
Q4 		$2.69M Sell
36,648
-6,804
-16% -$438K 1.47% 20
2019
Q3 		$2.43M Buy
43,452
+424
+1% +$22.2K 1.52% 20
2019
Q2 		$2.13M Sell
43,028
-712
-2% -$34.7K 1.27% 24
2019
Q1 		$2.08M Buy
43,740
+400
+0.9% +$17K 1.24% 24
2018
Q4 		$1.71M Buy
43,340
+2,136
+5% +$104K 1.18% 25
2018
Q3 		$2.33M Sell
41,204
-492
-1% -$25.6K 1.45% 21
2018
Q2 		$1.93M Sell
41,696
-952
-2% -$43.2K 1.27% 25
2018
Q1 		$1.79M Sell
42,648
-184
-0.4% -$7.92K 1.25% 24
2017
Q4 		$1.81M Sell
42,832
-2,028
-5% -$84.7K 1.14% 26
2017
Q3 		$1.73M Buy
44,860
+3,172
+8% +$123K 1.13% 27
2017
Q2 		$1.5M Buy
41,688
+136
+0.3% +$5.03K 1.04% 28
2017
Q1 		$1.49M Sell
41,552
-1,800
-4% -$59.3K 1.08% 28
2016
Q4 		$1.25M Sell
43,352
-5,280
-11% -$150K 0.91% 30
2016
Q3 		$1.38M Buy
48,632
+1,932
+4% +$51.1K 1.03% 28
2016
Q2 		$1.12M Buy
46,700
+11,376
+32% +$283K 0.91% 28
2016
Q1 		$963K Sell
35,324
-764
-2% -$19K 0.82% 35
2015
Q4 		$950K Buy
+36,088
New +$1.03M 0.81% 36

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hochman Cole Investment Advisors's AAPL Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Apple (AAPL) stake by 5.7% in Q3 2021, buying an estimated $308K and bringing the position to 38,987 shares worth $5.52M. The position accounts for 2.16% of the portfolio, ranked #11.

Hochman Cole Investment Advisors first reported a position in AAPL in Q4 2015 and has held it in 24 quarters since. The position peaked at $5.77M in Q4 2020. 3,845 funds tracked by Wall St. Rank hold AAPL as of Q3 2021.

  • Hochman Cole Investment Advisors held 38,987 shares of Apple worth $5.52M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 2,091 Apple shares in Q3 2021, an estimated $308K.
  • Apple made up 2.16% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #11 holding.
  • Hochman Cole Investment Advisors first reported a position in Apple in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Apple position peaked at $5.77M in Q4 2020.
  • 3,845 funds tracked by Wall St. Rank held Apple as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.