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Jupiter Investment Management’s Apple AAPL Stock Holding History

Jupiter Investment 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
2020
Q2 		$255M Sell
2,799,868
-1,493,784
-35% -$116M 4.08% 2
2020
Q1 		$273M Sell
4,293,652
-293,728
-6% -$21.6M 5.32% 2
2019
Q4 		$337M Buy
4,587,380
+137,668
+3% +$8.86M 4.66% 1
2019
Q3 		$249M Sell
4,449,712
-439,632
-9% -$23M 3.22% 1
2019
Q2 		$242M Buy
4,889,344
+1,049,776
+27% +$51.2M 2.47% 2
2019
Q1 		$182M Sell
3,839,568
-102,384
-3% -$4.34M 1.68% 12
2018
Q4 		$155M Sell
3,941,952
-304,684
-7% -$14.8M 1.38% 21
2018
Q3 		$240M Buy
4,246,636
+145,284
+4% +$7.57M 1.64% 15
2018
Q2 		$190M Buy
4,101,352
+421,900
+11% +$19.1M 1.35% 22
2018
Q1 		$154M Buy
3,679,452
+266,560
+8% +$11.5M 1.23% 28
2017
Q4 		$144M Buy
3,412,892
+497,796
+17% +$20.8M 1.33% 23
2017
Q3 		$112M Buy
2,915,096
+277,648
+11% +$10.8M 1.17% 27
2017
Q2 		$95M Buy
2,637,448
+83,028
+3% +$3.07M 1.15% 33
2017
Q1 		$91.7M Sell
2,554,420
-173,172
-6% -$5.7M 1.3% 28
2016
Q4 		$79M Buy
2,727,592
+548,172
+25% +$15.5M 1.36% 26
2016
Q3 		$61.6M Sell
2,179,420
-334,364
-13% -$8.85M 1.07% 30
2016
Q2 		$60.1M Sell
2,513,784
-1,093,224
-30% -$27.2M 1.13% 24
2016
Q1 		$98.3M Sell
3,607,008
-215,176
-6% -$5.36M 2.01% 4
2015
Q4 		$101M Sell
3,822,184
-988,240
-21% -$28.2M 2.68% 3
2015
Q3 		$133M Buy
4,810,424
+1,537,392
+47% +$45.1M 3.75% 1
2015
Q2 		$103M Buy
3,273,032
+1,000,532
+44% +$32M 2.99% 1
2015
Q1 		$70.7M Buy
2,272,500
+24,040
+1% +$726K 2.25% 1
2014
Q4 		$62M Sell
2,248,460
-76,380
-3% -$2.08M 2.2% 2
2014
Q3 		$58.6M Buy
2,324,840
+207,088
+10% +$5.08M 2.89% 1
2014
Q2 		$49.2M Buy
2,117,752
+1,269,716
+150% +$27M 2.76% 1
2014
Q1 		$16.3M Buy
848,036
+104,356
+14% +$1.98M 1.1% 25
2013
Q4 		$14.9M Buy
743,680
+89,684
+14% +$1.69M 1.26% 10
2013
Q3 		$11.1M Buy
653,996
+299,432
+84% +$4.96M 1.06% 16
2013
Q2 		$5.02M Buy
+354,564
New +$5.45M 0.6% 60

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

Jupiter Investment Management's AAPL Position: Q2 2020 in Review

Jupiter Investment Management reduced its Apple (AAPL) stake by 35% in Q2 2020, selling an estimated $116M and leaving 2,799,868 shares worth $255M. The position accounts for 4.08% of the portfolio, ranked #2.

Jupiter Investment Management first reported a position in AAPL in Q2 2013 and has held it in 29 quarters since. The position peaked at $337M in Q4 2019. 3,409 funds tracked by Wall St. Rank hold AAPL as of Q2 2020.

  • Jupiter Investment Management held 2,799,868 shares of Apple worth $255M as of Q2 2020.
  • Jupiter Investment Management sold 1,493,784 Apple shares in Q2 2020, an estimated $116M.
  • Apple made up 4.08% of Jupiter Investment Management's portfolio in Q2 2020, its #2 holding.
  • Jupiter Investment Management first reported a position in Apple in Q2 2013 and has held it in 29 quarters since.
  • Jupiter Investment Management's Apple position peaked at $337M in Q4 2019.
  • 3,409 funds tracked by Wall St. Rank held Apple as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.