Lloyds Banking Group’s Apple AAPL Stock Holding History

Lloyds Banking 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
2018 Q4	$28K	Hold	728	–	–	0.39%	44
2018 Q3	$41K	Hold	728	–	–	0.5%	45
2018 Q2	$33K	Hold	728	–	–	0.27%	45
2018 Q1	$30K	Hold	728	–	–	0.23%	45
2017 Q4	$30K	Hold	728	–	–	0.28%	45
2017 Q3	$28K	Hold	728	–	–	0.28%	47
2017 Q2	$26K	Hold	728	–	–	0.25%	46
2017 Q1	$26K	Hold	728	–	–	0.23%	46
2016 Q4	$21K	Hold	728	–	–	0.18%	43
2016 Q3	$20K	Sell	728 -2,100	-74%	-$55.6K	0.18%	42
2016 Q2	$67K	Hold	2,828	–	–	0.55%	45
2016 Q1	$77K	Hold	2,828	–	–	0.63%	43
2015 Q4	$74K	Hold	2,828	–	–	0.6%	41
2015 Q3	$77K	Hold	2,828	–	–	0.57%	40
2015 Q2	$88K	Hold	2,828	–	–	0.56%	38
2015 Q1	$87K	Hold	2,828	–	–	0.22%	39
2014 Q4	$78K	Sell	2,828 -381,484	-99%	-$10.4M	0.15%	41
2014 Q3	$9.68M	Sell	384,312 -154,464	-29%	-$3.79M	2.64%	2
2014 Q2	$12.5M	Sell	538,776 -13,652,324	-96%	-$291M	3.03%	1
2014 Q1	$272M	Sell	14,191,100 -137,900	-1%	-$2.62M	2.43%	2
2013 Q4	$287M	Buy	14,329,000 +309,288	+2%	+$5.84M	2.59%	2
2013 Q3	$239M	Sell	14,019,712 -221,340	-2%	-$3.67M	2.44%	1
2013 Q2	$201M	Buy	+14,241,052	New	+$219M	2.11%	4

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lloyds Banking Group's AAPL Position: Q4 2018 in Review

Lloyds Banking Group held its Apple (AAPL) position steady in Q4 2018 at 728 shares worth $28K. The position accounts for 0.39% of the portfolio, ranked #44.

Lloyds Banking Group first reported a position in AAPL in Q2 2013 and has held it in 23 quarters since. The position peaked at $287M in Q4 2013. 3,039 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

Lloyds Banking Group held 728 shares of Apple worth $28K as of Q4 2018.
Lloyds Banking Group left its Apple share count unchanged in Q4 2018.
Apple made up 0.39% of Lloyds Banking Group's portfolio in Q4 2018, its #44 holding.
Lloyds Banking Group first reported a position in Apple in Q2 2013 and has held it in 23 quarters since.
Lloyds Banking Group's Apple position peaked at $287M in Q4 2013.
3,039 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on Lloyds Banking Group's 13F filing for Q4 2018, filed 11 Feb 2019.