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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 		– Sell
-1,200
Closed -$88K – 115
2019
Q4 		$88K Hold
1,200
– – 0.03% 120
2019
Q3 		$67K Buy
+1,200
New +$62.7K 0.03% 116

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
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.