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Investors Financial Group’s Apple AAPL Stock Holding History

Investors Financial Group’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
2022
Q1 		– Sell
-56,435
Closed -$10M – 1
2021
Q4 		$10M Sell
56,435
-132
-0.2% -$20.9K 4.67% 2
2021
Q3 		$8M Sell
56,567
-1,513
-3% -$223K 4.23% 3
2021
Q2 		$7.96M Buy
58,080
+1,435
+3% +$186K 4.27% 3
2021
Q1 		$6.92M Buy
56,645
+1,290
+2% +$166K 4.05% 3
2020
Q4 		$7.34M Buy
55,355
+918
+2% +$110K 4.85% 3
2020
Q3 		$6.3M Buy
54,437
+149
+0.3% +$16.3K 4.71% 3
2020
Q2 		$4.95M Buy
54,288
+2,152
+4% +$167K 4.07% 3
2020
Q1 		$3.31M Buy
52,136
+588
+1% +$43.2K 3.35% 3
2019
Q4 		$3.78M Buy
+51,548
New +$3.32M 3.08% 4

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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investors Financial Group's AAPL Position: Q1 2022 in Review

Investors Financial Group sold out of Apple (AAPL) in Q1 2022, closing a stake of 56,435 shares — an estimated $10M sold.

Investors Financial Group first reported a position in AAPL in Q4 2019 and held it in 9 quarters. The position peaked at $10M in Q4 2021. 4,378 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

  • Investors Financial Group reported no remaining Apple position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 56,435 Apple shares in Q1 2022, an estimated $10M.
  • Investors Financial Group first reported a position in Apple in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Apple position peaked at $10M in Q4 2021.
  • 4,378 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.