KLC
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Knowledge Leaders Capital’s Apple AAPL Stock Holding History

Knowledge Leaders Capital’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
-9,184
Closed -$1.12M – 131
2021
Q1 		$1.12M Hold
9,184
– – 0.89% 34
2020
Q4 		$1.22M Hold
9,184
– – 1.06% 22
2020
Q3 		$1.06M Hold
9,184
– – 1.01% 19
2020
Q2 		$838K Buy
+9,184
New +$712K 0.85% 33

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

Knowledge Leaders Capital's AAPL Position: Q2 2021 in Review

Knowledge Leaders Capital sold out of Apple (AAPL) in Q2 2021, closing a stake of 9,184 shares — an estimated $1.12M sold.

Knowledge Leaders Capital first reported a position in AAPL in Q2 2020 and held it in 4 quarters. The position peaked at $1.22M in Q4 2020. 3,861 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Knowledge Leaders Capital reported no remaining Apple position as of Q2 2021 after selling out during the quarter.
  • Knowledge Leaders Capital sold 9,184 Apple shares in Q2 2021, an estimated $1.12M.
  • Knowledge Leaders Capital first reported a position in Apple in Q2 2020 and held it in 4 quarters.
  • Knowledge Leaders Capital's Apple position peaked at $1.22M in Q4 2020.
  • 3,861 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Knowledge Leaders Capital's 13F filing for Q2 2021, filed 9 Aug 2021.