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Insight Capital Research & Management’s Apple AAPL Stock Holding History

Insight Capital Research & 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
2017
Q3 		$6.84M Buy
177,420
+24,076
+16% +$934K 3.86% 1
2017
Q2 		$5.52M Sell
153,344
-3,836
-2% -$142K 3.24% 1
2017
Q1 		$5.64M Sell
157,180
-7,708
-5% -$254K 3.17% 1
2016
Q4 		$4.77M Buy
164,888
+97,624
+145% +$2.77M 2.54% 4
2016
Q3 		$1.9M Sell
67,264
-51,916
-44% -$1.37M 0.85% 58
2016
Q2 		$2.85M Sell
119,180
-211,920
-64% -$5.27M 0.99% 51
2016
Q1 		$9.02M Sell
331,100
-21,392
-6% -$533K 2.79% 2
2015
Q4 		$9.28M Sell
352,492
-6,596
-2% -$188K 2.7% 2
2015
Q3 		$9.9M Sell
359,088
-972
-0.3% -$28.5K 2.99% 2
2015
Q2 		$11.3M Sell
360,060
-1,716
-0.5% -$54.9K 2.98% 1
2015
Q1 		$11.3M Buy
361,776
+4,760
+1% +$144K 2.82% 2
2014
Q4 		$9.85M Sell
357,016
-6,232
-2% -$170K 2.53% 2
2014
Q3 		$9.15M Buy
363,248
+163,564
+82% +$4.01M 2.39% 3
2014
Q2 		$4.64M Sell
199,684
-4,828
-2% -$103K 1.06% 40
2014
Q1 		$3.92M Sell
204,512
-98,252
-32% -$1.87M 0.9% 50
2013
Q4 		$6.07M Buy
302,764
+19,376
+7% +$366K 1.36% 24
2013
Q3 		$5.29M Sell
283,388
-108,444
-28% -$1.8M 1.28% 26
2013
Q2 		$5.55M Buy
+391,832
New +$6.03M 1.44% 14

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Insight Capital Research & Management's AAPL Position: Q3 2017 in Review

Insight Capital Research & Management increased its Apple (AAPL) stake by 16% in Q3 2017, buying an estimated $934K and bringing the position to 177,420 shares worth $6.84M. The position accounts for 3.86% of the portfolio, ranked #1.

Insight Capital Research & Management first reported a position in AAPL in Q2 2013 and has held it in 18 quarters since. The position peaked at $11.3M in Q2 2015. 2,527 funds tracked by Wall St. Rank hold AAPL as of Q3 2017.

  • Insight Capital Research & Management held 177,420 shares of Apple worth $6.84M as of Q3 2017.
  • Insight Capital Research & Management bought 24,076 Apple shares in Q3 2017, an estimated $934K.
  • Apple made up 3.86% of Insight Capital Research & Management's portfolio in Q3 2017, its #1 holding.
  • Insight Capital Research & Management first reported a position in Apple in Q2 2013 and has held it in 18 quarters since.
  • Insight Capital Research & Management's Apple position peaked at $11.3M in Q2 2015.
  • 2,527 funds tracked by Wall St. Rank held Apple as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.