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Karpus Investment Management’s Apple AAPL Stock Holding History

Karpus 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
2021
Q2 		– Sell
-2,780
Closed -$340K – 297
2021
Q1 		$340K Buy
+2,780
New +$357K 0.01% 261
2015
Q4 		– Sell
-7,280
Closed -$201K – 203
2015
Q3 		$201K Hold
7,280
– – 0.01% 195
2015
Q2 		$228K Buy
7,280
+600
+9% +$19.2K 0.01% 193
2015
Q1 		$208K Buy
+6,680
New +$202K 0.01% 188

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Karpus Investment Management's AAPL Position: Q2 2021 in Review

Karpus Investment Management sold out of Apple (AAPL) in Q2 2021, closing a stake of 2,780 shares — an estimated $340K sold.

Karpus Investment Management first reported a position in AAPL in Q1 2015 and held it in 4 quarters. The position peaked at $340K in Q1 2021. 3,862 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Karpus Investment Management reported no remaining Apple position as of Q2 2021 after selling out during the quarter.
  • Karpus Investment Management sold 2,780 Apple shares in Q2 2021, an estimated $340K.
  • Karpus Investment Management first reported a position in Apple in Q1 2015 and held it in 4 quarters.
  • Karpus Investment Management's Apple position peaked at $340K in Q1 2021.
  • 3,862 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Karpus Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.