JBJ Investment Partners’s Apple AAPL Stock Holding History

JBJ Investment Partners’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
2021 Q4	$2.48M	Buy	13,962 +81	+0.6%	+$12.8K	0.51%	14
2021 Q3	$1.96M	Hold	13,881	–	–	0.41%	17
2021 Q2	$1.9M	Sell	13,881 -849	-6%	-$110K	0.39%	17
2021 Q1	$1.8M	Sell	14,730 -1,107	-7%	-$142K	0.39%	18
2020 Q4	$2.1M	Sell	15,837 -1,010	-6%	-$121K	0.48%	18
2020 Q3	$1.95M	Sell	16,847 -1,281	-7%	-$140K	0.51%	20
2020 Q2	$1.65M	Sell	18,128 -588	-3%	-$45.6K	0.47%	25
2020 Q1	$1.19M	Sell	18,716 -740	-4%	-$54.4K	0.43%	21
2019 Q4	$1.43M	Sell	19,456 -1,632	-8%	-$105K	0.44%	15
2019 Q3	$1.18M	Buy	21,088 +460	+2%	+$24.1K	0.4%	16
2019 Q2	$1.02M	Buy	20,628 +624	+3%	+$30.4K	0.37%	18
2019 Q1	$950K	Buy	+20,004	New	+$849K	0.36%	17

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JBJ Investment Partners's AAPL Position: Q4 2021 in Review

JBJ Investment Partners increased its Apple (AAPL) stake by 0.58% in Q4 2021, buying an estimated $12.8K and bringing the position to 13,962 shares worth $2.48M. The position accounts for 0.51% of the portfolio, ranked #14.

JBJ Investment Partners first reported a position in AAPL in Q1 2019 and has held it in 12 quarters since. 4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

JBJ Investment Partners held 13,962 shares of Apple worth $2.48M as of Q4 2021.
JBJ Investment Partners bought 81 Apple shares in Q4 2021, an estimated $12.8K.
Apple made up 0.51% of JBJ Investment Partners's portfolio in Q4 2021, its #14 holding.
JBJ Investment Partners first reported a position in Apple in Q1 2019 and has held it in 12 quarters since.
4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.