MD Financial Management
AAPL icon

MD Financial Management’s Apple AAPL Stock Holding History

MD Financial Management’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
Q4 		$41.1M Sell
231,192
-6,267
-3% -$990K 0.99% 35
2021
Q3 		$33.6M Sell
237,459
-12,576
-5% -$1.85M 0.85% 40
2021
Q2 		$34.2M Sell
250,035
-722,651
-74% -$93.6M 0.98% 33
2021
Q1 		$119M Buy
972,686
+971,986
+138,855% +$125M 3.47% 4
2020
Q4 		$93K Buy
+700
New +$84.2K ﹤0.01% 54

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MD Financial Management's AAPL Position: Q4 2021 in Review

MD Financial Management reduced its Apple (AAPL) stake by 2.6% in Q4 2021, selling an estimated $990K and leaving 231,192 shares worth $41.1M. The position accounts for 0.99% of the portfolio, ranked #35.

MD Financial Management first reported a position in AAPL in Q4 2020 and has held it in 5 quarters since. The position peaked at $119M in Q1 2021. 4,394 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

  • MD Financial Management held 231,192 shares of Apple worth $41.1M as of Q4 2021.
  • MD Financial Management sold 6,267 Apple shares in Q4 2021, an estimated $990K.
  • Apple made up 0.99% of MD Financial Management's portfolio in Q4 2021, its #35 holding.
  • MD Financial Management first reported a position in Apple in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Apple position peaked at $119M in Q1 2021.
  • 4,394 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.