JOYN Advisors’s Apple AAPL Stock Holding History

JOYN Advisors’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 Q1	$3.84M	Buy	60,372 +20,316	+51%	+$1.49M	1.28%	13
2019 Q4	$2.94M	Sell	40,056 -16,672	-29%	-$1.07M	0.63%	14
2019 Q3	$3.18M	Sell	56,728 -33,492	-37%	-$1.75M	0.7%	13
2019 Q2	$4.36M	Buy	90,220 +41,240	+84%	+$2.01M	0.98%	11
2019 Q1	$2.33M	Sell	48,980 -31,588	-39%	-$1.34M	0.54%	17
2018 Q4	$3.18M	Buy	80,568 +5,276	+7%	+$256K	0.72%	14
2018 Q3	$4.25M	Buy	75,292 +3,084	+4%	+$161K	0.8%	14
2018 Q2	$3.34M	Buy	72,208 +31,664	+78%	+$1.44M	0.72%	12
2018 Q1	$1.7M	Sell	40,544 -39,808	-50%	-$1.71M	0.36%	17
2017 Q4	$3.4M	Buy	+80,352	New	+$3.36M	0.72%	13

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

JOYN Advisors's AAPL Position: Q1 2020 in Review

JOYN Advisors increased its Apple (AAPL) stake by 51% in Q1 2020, buying an estimated $1.49M and bringing the position to 60,372 shares worth $3.84M. The position accounts for 1.28% of the portfolio, ranked #13.

JOYN Advisors first reported a position in AAPL in Q4 2017 and has held it in 10 quarters since. The position peaked at $4.36M in Q2 2019. 3,348 funds tracked by Wall St. Rank hold AAPL as of Q1 2020.

JOYN Advisors held 60,372 shares of Apple worth $3.84M as of Q1 2020.
JOYN Advisors bought 20,316 Apple shares in Q1 2020, an estimated $1.49M.
Apple made up 1.28% of JOYN Advisors's portfolio in Q1 2020, its #13 holding.
JOYN Advisors first reported a position in Apple in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's Apple position peaked at $4.36M in Q2 2019.
3,348 funds tracked by Wall St. Rank held Apple as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.