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LifePlan Financial Group’s Apple AAPL Stock Holding History

LifePlan Financial Group’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 		$590K Buy
5,097
+665
+15% +$72.6K 0.25% 70
2020
Q2 		$404K Hold
4,432
– – 0.18% 85
2020
Q1 		$282K Buy
4,432
+140
+3% +$10.3K 0.15% 99
2019
Q4 		$315K Sell
4,292
-308
-7% -$19.8K 0.14% 108
2019
Q3 		$258K Hold
4,600
– – 0.12% 116
2019
Q2 		$228K Hold
4,600
– – 0.11% 121
2019
Q1 		$218K Hold
4,600
– – 0.12% 119
2018
Q4 		$181K Sell
4,600
-212
-4% -$10.3K 0.11% 129
2018
Q3 		$272K Sell
4,812
-64
-1% -$3.33K 0.15% 104
2018
Q2 		$226K Buy
4,876
+164
+3% +$7.44K 0.13% 114
2018
Q1 		$198K Buy
+4,712
New +$203K 0.12% 114
2016
Q3 		– Sell
-36,960
Closed -$883K – 110
2016
Q2 		$883K Buy
36,960
+204
+0.6% +$5.07K 0.61% 41
2016
Q1 		$1M Buy
36,756
+640
+2% +$15.9K 0.71% 39
2015
Q4 		$950K Buy
36,116
+204
+0.6% +$5.83K 0.67% 38
2015
Q3 		$990K Buy
35,912
+88
+0.2% +$2.58K 0.72% 36
2015
Q2 		$1.12M Buy
35,824
+676
+2% +$21.6K 0.75% 38
2015
Q1 		$1.09M Hold
35,148
– – 0.73% 28
2014
Q4 		$970K Sell
35,148
-380
-1% -$10.3K 0.64% 31
2014
Q3 		$895K Buy
35,528
+416
+1% +$10.2K 0.76% 29
2014
Q2 		$816K Sell
35,112
-2,772
-7% -$59K 0.58% 29
2014
Q1 		$726K Hold
37,884
– – 0.58% 30
2013
Q4 		$759K Sell
37,884
-7,840
-17% -$148K 0.52% 30
2013
Q3 		$779K Sell
45,724
-560
-1% -$9.29K 0.63% 25
2013
Q2 		$655K Buy
+46,284
New +$712K 0.73% 23

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

LifePlan Financial Group's AAPL Position: Q3 2020 in Review

LifePlan Financial Group increased its Apple (AAPL) stake by 15% in Q3 2020, buying an estimated $72.6K and bringing the position to 5,097 shares worth $590K. The position accounts for 0.25% of the portfolio, ranked #70.

LifePlan Financial Group first reported a position in AAPL in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.12M in Q2 2015. 3,447 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

  • LifePlan Financial Group held 5,097 shares of Apple worth $590K as of Q3 2020.
  • LifePlan Financial Group bought 665 Apple shares in Q3 2020, an estimated $72.6K.
  • Apple made up 0.25% of LifePlan Financial Group's portfolio in Q3 2020, its #70 holding.
  • LifePlan Financial Group first reported a position in Apple in Q2 2013 and has held it in 24 quarters since.
  • LifePlan Financial Group's Apple position peaked at $1.12M in Q2 2015.
  • 3,447 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.