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Julex Capital Management’s Apple AAPL Stock Holding History

Julex Capital Management’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
2019
Q3 		$9K Buy
+160
New +$8.37K 0.02% 38
2019
Q1 		– Sell
-164
Closed -$6K – 149
2018
Q4 		$6K Buy
+164
New +$7.95K ﹤0.01% 34

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Julex Capital Management's AAPL Position: Q3 2019 in Review

Julex Capital Management opened a new position in Apple (AAPL) in Q3 2019: 160 shares worth $9K. The stake represents 0.02% of the portfolio and ranks #38 among its holdings. This is a return to the name: Julex Capital Management previously reported a position in AAPL as recently as Q4 2018.

Julex Capital Management first reported a position in AAPL in Q4 2018 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold AAPL as of Q3 2019.

  • Julex Capital Management held 160 shares of Apple worth $9K as of Q3 2019.
  • Apple was a new Julex Capital Management position in Q3 2019.
  • Apple made up 0.02% of Julex Capital Management's portfolio in Q3 2019, its #38 holding.
  • Julex Capital Management first reported a position in Apple in Q4 2018 and has held it in 2 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Apple as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.