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Merit Investment Management’s Apple AAPL Stock Holding History

Merit Investment 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
2013
Q4 		$3.67M Sell
183,092
-8,400
-4% -$159K 4.19% 12
2013
Q3 		$3.27M Hold
191,492
– – 3.93% 10
2013
Q2 		$2.71M Buy
+191,492
New +$2.95M 2.45% 20

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Merit Investment Management's AAPL Position: Q4 2013 in Review

Merit Investment Management reduced its Apple (AAPL) stake by 4.4% in Q4 2013, selling an estimated $159K and leaving 183,092 shares worth $3.67M. The position accounts for 4.19% of the portfolio, ranked #12.

Merit Investment Management first reported a position in AAPL in Q2 2013 and has held it in 3 quarters since. 2,073 funds tracked by Wall St. Rank hold AAPL as of Q4 2013.

  • Merit Investment Management held 183,092 shares of Apple worth $3.67M as of Q4 2013.
  • Merit Investment Management sold 8,400 Apple shares in Q4 2013, an estimated $159K.
  • Apple made up 4.19% of Merit Investment Management's portfolio in Q4 2013, its #12 holding.
  • Merit Investment Management first reported a position in Apple in Q2 2013 and has held it in 3 quarters since.
  • 2,073 funds tracked by Wall St. Rank held Apple as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.