Kays Financial Advisory’s Apple AAPL Stock Holding History

Kays Financial Advisory’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	$7.25M	Sell	62,563 -7,953	-11%	-$868K	1.16%	15
2020 Q2	$6.43M	Sell	70,516 -4,888	-6%	-$379K	1.12%	15
2020 Q1	$4.79M	Sell	75,404 -5,132	-6%	-$377K	0.99%	16
2019 Q4	$5.91M	Sell	80,536 -47,268	-37%	-$3.04M	1.05%	18
2019 Q3	$7.16M	Buy	127,804 +9,716	+8%	+$508K	1.32%	16
2019 Q2	$5.84M	Buy	118,088 +1,580	+1%	+$77K	1.07%	19
2019 Q1	$5.53M	Buy	116,508 +40,776	+54%	+$1.73M	1.07%	18
2018 Q4	$2.99M	Buy	75,732 +7,328	+11%	+$355K	0.68%	30
2018 Q3	$3.86M	Sell	68,404 -864	-1%	-$45K	0.82%	21
2018 Q2	$3.21M	Buy	69,268 +58,604	+550%	+$2.66M	0.7%	23
2018 Q1	$447K	Sell	10,664 -66,408	-86%	-$2.86M	0.1%	58
2017 Q4	$3.26M	Buy	77,072 +8,292	+12%	+$347K	0.95%	16
2017 Q3	$2.65M	Buy	68,780 +29,272	+74%	+$1.14M	0.85%	19
2017 Q2	$1.42M	Buy	39,508 +876	+2%	+$32.4K	0.48%	33
2017 Q1	$1.39M	Sell	38,632 -3,124	-7%	-$103K	0.49%	33
2016 Q4	$1.21M	Buy	+41,756	New	+$1.18M	0.47%	34

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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