Mariner Independent Advisor Network’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $141M | Buy |
1,018,046
+19,466
| +2% | +$3.06M | 6.05% | 1 |
|
|
2022
Q2 | $141M | Buy |
998,580
+106,742
| +12% | +$16.2M | 5.93% | 1 |
|
|
2022
Q1 | $155M | Buy |
891,838
+129,987
| +17% | +$21.9M | 5.96% | 1 |
|
|
2021
Q4 | $137M | Sell |
761,851
-48,948
| -6% | -$7.74M | 6.44% | 1 |
|
|
2021
Q3 | $114M | Buy |
810,799
+5,153
| +0.6% | +$759K | 5.59% | 1 |
|
|
2021
Q2 | $110M | Buy |
805,646
+208,539
| +35% | +$27M | 5% | 1 |
|
|
2021
Q1 | $72.9M | Buy |
597,107
+4,353
| +0.7% | +$559K | 3.81% | 2 |
|
|
2020
Q4 | $78.7M | Buy |
592,754
+75,084
| +15% | +$9.03M | 4.2% | 2 |
|
|
2020
Q3 | $60M | Buy |
517,670
+47,946
| +10% | +$5.23M | 4.97% | 1 |
|
|
2020
Q2 | $42.8M | Sell |
469,724
-205,472
| -30% | -$15.9M | 3.95% | 3 |
|
|
2020
Q1 | $41.5M | Sell |
675,196
-22,664
| -3% | -$1.67M | 3.75% | 1 |
|
|
2019
Q4 | $51.5M | Sell |
697,860
-150,736
| -18% | -$9.7M | 3.71% | 1 |
|
|
2019
Q3 | $47.6M | Buy |
848,596
+16,680
| +2% | +$872K | 3.62% | 2 |
|
|
2019
Q2 | $41.7M | Buy |
831,916
+12,752
| +2% | +$621K | 3.14% | 3 |
|
|
2019
Q1 | $39M | Sell |
819,164
-71,544
| -8% | -$3.03M | 3.3% | 2 |
|
|
2018
Q4 | $34.2M | Buy |
+890,708
| New | +$43.2M | 3.04% | 2 |
|
|
2018
Q3 | – | Sell |
-1,038,652
| Closed | -$48.1M | – | 230 |
|
|
2018
Q2 | $48.1M | Sell |
1,038,652
-681,684
| -40% | -$30.9M | 8.51% | 1 |
|
|
2018
Q1 | $72.2M | Buy |
1,720,336
+766,992
| +80% | +$33M | 4.44% | 1 |
|
|
2017
Q4 | $40.3M | Buy |
953,344
+717,728
| +305% | +$30M | 4.22% | 1 |
|
|
2017
Q3 | $9.08M | Sell |
235,616
-1,972
| -0.8% | -$76.5K | 1.48% | 19 |
|
|
2017
Q2 | $8.55M | Sell |
237,588
-175,164
| -42% | -$6.48M | 1.23% | 25 |
|
|
2017
Q1 | $14.8M | Sell |
412,752
-792,888
| -66% | -$26.1M | 1.8% | 14 |
|
|
2016
Q4 | $34.9M | Sell |
1,205,640
-152,632
| -11% | -$4.33M | 5.66% | 1 |
|
|
2016
Q3 | $38.4M | Buy |
1,358,272
+354,596
| +35% | +$9.39M | 5.47% | 1 |
|
|
2016
Q2 | $24M | Buy |
1,003,676
+344,596
| +52% | +$8.56M | 4.53% | 4 |
|
|
2016
Q1 | $18M | Buy |
+659,080
| New | +$16.4M | 5.73% | 1 |
|
|
2015
Q4 | – | Sell |
-285,940
| Closed | -$7.88M | – | 74 |
|
|
2015
Q3 | $7.88M | Buy |
285,940
+100,724
| +54% | +$2.95M | 3.02% | 8 |
|
|
2015
Q2 | $5.81M | Sell |
185,216
-22,180
| -11% | -$709K | 2.84% | 8 |
|
|
2015
Q1 | $6.45M | Buy |
207,396
+42,988
| +26% | +$1.3M | 3.6% | 6 |
|
|
2014
Q4 | $4.54M | Buy |
164,408
+16,720
| +11% | +$455K | 2.1% | 10 |
|
|
2014
Q3 | $3.72M | Buy |
147,688
+37,832
| +34% | +$928K | 1.94% | 15 |
|
|
2014
Q2 | $2.55M | Buy |
+109,856
| New | +$2.34M | 1.26% | 24 |
|
Other funds holding AAPL
Mariner Independent Advisor Network's AAPL Position: Q3 2022 in Review
Mariner Independent Advisor Network increased its Apple (AAPL) stake by 1.9% in Q3 2022, buying an estimated $3.06M and bringing the position to 1,018,046 shares worth $141M. The position accounts for 6.05% of the portfolio, ranked #1.
Mariner Independent Advisor Network first reported a position in AAPL in Q2 2014 and has held it in 32 quarters since. The position peaked at $155M in Q1 2022. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.
- Mariner Independent Advisor Network held 1,018,046 shares of Apple worth $141M as of Q3 2022.
- Mariner Independent Advisor Network bought 19,466 Apple shares in Q3 2022, an estimated $3.06M.
- Apple made up 6.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #1 holding.
- Mariner Independent Advisor Network first reported a position in Apple in Q2 2014 and has held it in 32 quarters since.
- Mariner Independent Advisor Network's Apple position peaked at $155M in Q1 2022.
- 4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.
Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.