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JD Financial Services’s Apple AAPL Stock Holding History

JD Financial Services’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 		$716K Sell
4,031
-199
-5% -$31.4K 0.59% 21
2021
Q3 		$599K Buy
4,230
+297
+8% +$43.7K 0.55% 20
2021
Q2 		$539K Buy
3,933
+51
+1% +$6.61K 0.5% 21
2021
Q1 		$474K Hold
3,882
– – 0.6% 25
2020
Q4 		$515K Buy
+3,882
New +$467K 0.56% 18

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

JD Financial Services's AAPL Position: Q4 2021 in Review

JD Financial Services reduced its Apple (AAPL) stake by 4.7% in Q4 2021, selling an estimated $31.4K and leaving 4,031 shares worth $716K. The position accounts for 0.59% of the portfolio, ranked #21.

JD Financial Services first reported a position in AAPL in Q4 2020 and has held it in 5 quarters since. 4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

  • JD Financial Services held 4,031 shares of Apple worth $716K as of Q4 2021.
  • JD Financial Services sold 199 Apple shares in Q4 2021, an estimated $31.4K.
  • Apple made up 0.59% of JD Financial Services's portfolio in Q4 2021, its #21 holding.
  • JD Financial Services first reported a position in Apple in Q4 2020 and has held it in 5 quarters since.
  • 4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.