Huber Financial Advisors’s Apple AAPL Stock Holding History

Huber Financial 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
2020 Q1	$5.85M	Buy	91,988 +29,496	+47%	+$2.17M	2.19%	8
2019 Q4	$4.59M	Sell	62,492 -612	-1%	-$39.4K	1.59%	8
2019 Q3	$3.53M	Sell	63,104 -1,416	-2%	-$74K	1.38%	10
2019 Q2	$3.19M	Buy	64,520 +100	+0.2%	+$4.87K	1.39%	8
2019 Q1	$3.06M	Buy	64,420 +868	+1%	+$36.8K	1.49%	7
2018 Q4	$2.51M	Buy	63,552 +2,120	+3%	+$103K	1.37%	9
2018 Q3	$3.47M	Buy	61,432 +20	+0%	+$1.04K	2.66%	7
2018 Q2	$2.84M	Sell	61,412 -552	-0.9%	-$25K	2.59%	5
2018 Q1	$2.6M	Buy	61,964 +9,720	+19%	+$418K	2.56%	5
2017 Q4	$2.21M	Buy	+52,244	New	+$2.18M	2.43%	6

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Huber Financial Advisors's AAPL Position: Q1 2020 in Review

Huber Financial Advisors increased its Apple (AAPL) stake by 47% in Q1 2020, buying an estimated $2.17M and bringing the position to 91,988 shares worth $5.85M. The position accounts for 2.19% of the portfolio, ranked #8.

Huber Financial Advisors first reported a position in AAPL in Q4 2017 and has held it in 10 quarters since. 3,349 funds tracked by Wall St. Rank hold AAPL as of Q1 2020.

Huber Financial Advisors held 91,988 shares of Apple worth $5.85M as of Q1 2020.
Huber Financial Advisors bought 29,496 Apple shares in Q1 2020, an estimated $2.17M.
Apple made up 2.19% of Huber Financial Advisors's portfolio in Q1 2020, its #8 holding.
Huber Financial Advisors first reported a position in Apple in Q4 2017 and has held it in 10 quarters since.
3,349 funds tracked by Wall St. Rank held Apple as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.