JDC-JSC’s Apple AAPL Stock Holding History

JDC-JSC’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
2020 Q3	$1.37M	Buy	11,800 +5,400	+84%	+$589K	6.56%	4
2020 Q2	$584K	Sell	6,400 -9,600	-60%	-$744K	0.95%	13
2020 Q1	$1.02M	Buy	+16,000	New	+$1.18M	4.43%	9

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

Norges Bank Oslo, Norway $935B AUM

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

JDC-JSC's AAPL Position: Q3 2020 in Review

JDC-JSC increased its Apple (AAPL) stake by 84% in Q3 2020, buying an estimated $589K and bringing the position to 11,800 shares worth $1.37M. The position accounts for 6.56% of the portfolio, ranked #4.

JDC-JSC first reported a position in AAPL in Q1 2020 and has held it in 3 quarters since. 3,448 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

JDC-JSC held 11,800 shares of Apple worth $1.37M as of Q3 2020.
JDC-JSC bought 5,400 Apple shares in Q3 2020, an estimated $589K.
Apple made up 6.56% of JDC-JSC's portfolio in Q3 2020, its #4 holding.
JDC-JSC first reported a position in Apple in Q1 2020 and has held it in 3 quarters since.
3,448 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on JDC-JSC's 13F filing for Q3 2020, filed 3 Nov 2020.