Independent Franchise Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,418,147
| Closed | -$342M | – | 27 |
|
|
2021
Q3 | $342M | Sell |
2,418,147
-394,755
| -14% | -$58.1M | 2.69% | 19 |
|
|
2021
Q2 | $385M | Buy |
2,812,902
+4,099
| +0.1% | +$531K | 2.87% | 19 |
|
|
2021
Q1 | $343M | Buy |
2,808,803
+51,162
| +2% | +$6.57M | 2.73% | 19 |
|
|
2020
Q4 | $366M | Sell |
2,757,641
-1,381,687
| -33% | -$166M | 3.14% | 18 |
|
|
2020
Q3 | $479M | Sell |
4,139,328
-2,906,900
| -41% | -$317M | 4.75% | 11 |
|
|
2020
Q2 | $643M | Sell |
7,046,228
-381,728
| -5% | -$29.6M | 6.53% | 4 |
|
|
2020
Q1 | $472M | Sell |
7,427,956
-2,641,988
| -26% | -$194M | 5.82% | 6 |
|
|
2019
Q4 | $739M | Sell |
10,069,944
-1,886,084
| -16% | -$121M | 7.41% | 3 |
|
|
2019
Q3 | $669M | Sell |
11,956,028
-558,676
| -4% | -$29.2M | 6.82% | 4 |
|
|
2019
Q2 | $619M | Sell |
12,514,704
-2,497,820
| -17% | -$122M | 6.37% | 5 |
|
|
2019
Q1 | $713M | Buy |
15,012,524
+2,656,452
| +21% | +$113M | 8.04% | 3 |
|
|
2018
Q4 | $487M | Sell |
12,356,072
-1,617,488
| -12% | -$78.4M | 5.98% | 7 |
|
|
2018
Q3 | $789M | Sell |
13,973,560
-97,660
| -0.7% | -$5.09M | 7.57% | 5 |
|
|
2018
Q2 | $651M | Sell |
14,071,220
-380,776
| -3% | -$17.3M | 6.17% | 9 |
|
|
2018
Q1 | $606M | Sell |
14,451,996
-368,532
| -2% | -$15.9M | 5.38% | 10 |
|
|
2017
Q4 | $627M | Buy |
14,820,528
+206,976
| +1% | +$8.65M | 5.32% | 10 |
|
|
2017
Q3 | $563M | Sell |
14,613,552
-5,271,316
| -27% | -$204M | 5.05% | 10 |
|
|
2017
Q2 | $716M | Sell |
19,884,868
-2,349,268
| -11% | -$86.9M | 6.42% | 7 |
|
|
2017
Q1 | $799M | Sell |
22,234,136
-3,543,832
| -14% | -$117M | 7.63% | 1 |
|
|
2016
Q4 | $746M | Sell |
25,777,968
-4,733,448
| -16% | -$134M | 7.49% | 1 |
|
|
2016
Q3 | $862M | Buy |
30,511,416
+505,916
| +2% | +$13.4M | 8.62% | 1 |
|
|
2016
Q2 | $717M | Buy |
30,005,500
+4,214,268
| +16% | +$105M | 7.88% | 2 |
|
|
2016
Q1 | $703M | Buy |
25,791,232
+5,244,912
| +26% | +$131M | 7.93% | 2 |
|
|
2015
Q4 | $541M | Buy |
20,546,320
+887,844
| +5% | +$25.4M | 6.15% | 4 |
|
|
2015
Q3 | $542M | Buy |
19,658,476
+2,899,624
| +17% | +$85M | 6.87% | 5 |
|
|
2015
Q2 | $525M | Sell |
16,758,852
-1,802,224
| -10% | -$57.6M | 6.2% | 7 |
|
|
2015
Q1 | $577M | Sell |
18,561,076
-4,052,476
| -18% | -$122M | 7.06% | 6 |
|
|
2014
Q4 | $624M | Sell |
22,613,552
-2,427,580
| -10% | -$66M | 8.25% | 5 |
|
|
2014
Q3 | $631M | Buy |
25,041,132
+1,524,656
| +6% | +$37.4M | 8.76% | 2 |
|
|
2014
Q2 | $546M | Buy |
23,516,476
+2,105,576
| +10% | +$44.8M | 8.32% | 3 |
|
|
2014
Q1 | $410M | Buy |
21,410,900
+217,756
| +1% | +$4.14M | 6.7% | 4 |
|
|
2013
Q4 | $425M | Buy |
21,193,144
+344,484
| +2% | +$6.51M | 6.74% | 4 |
|
|
2013
Q3 | $355M | Buy |
20,848,660
+1,949,220
| +10% | +$32.3M | 6.01% | 5 |
|
|
2013
Q2 | $267M | Buy |
+18,899,440
| New | +$291M | 5.11% | 9 |
|
Other funds holding AAPL
Independent Franchise Partners's AAPL Position: Q4 2021 in Review
Independent Franchise Partners sold out of Apple (AAPL) in Q4 2021, closing a stake of 2,418,147 shares — an estimated $342M sold.
Independent Franchise Partners first reported a position in AAPL in Q2 2013 and held it in 34 quarters. The position peaked at $862M in Q3 2016. 4,390 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.
- Independent Franchise Partners reported no remaining Apple position as of Q4 2021 after selling out during the quarter.
- Independent Franchise Partners sold 2,418,147 Apple shares in Q4 2021, an estimated $342M.
- Independent Franchise Partners first reported a position in Apple in Q2 2013 and held it in 34 quarters.
- Independent Franchise Partners's Apple position peaked at $862M in Q3 2016.
- 4,390 funds tracked by Wall St. Rank held Apple as of Q4 2021.
Based on Independent Franchise Partners's 13F filing for Q4 2021, filed 11 Feb 2022.