Meru Capital Group’s Apple AAPL Stock Holding History

Meru Capital 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	$706K	Buy	+6,100	New	+$666K	2.3%	9
2017 Q4	–	Sell	-130,000	Closed	-$5.01M	–	1
2017 Q3	$5.01M	Buy	130,000 +90,000	+225%	+$3.49M	15.19%	2
2017 Q2	$1.44M	Sell	40,000 -148,000	-79%	-$5.47M	4.75%	7
2017 Q1	$6.75M	Buy	+188,000	New	+$6.19M	2.14%	15
2016 Q4	–	Sell	-512,000	Closed	-$14.5M	–	50
2016 Q3	$14.5M	Buy	+512,000	New	+$13.6M	4.04%	10
2014 Q4	–	Sell	-336,800	Closed	-$8.48M	–	53
2014 Q3	$8.48M	Buy	+336,800	New	+$8.27M	3.05%	9
2014 Q1	–	Sell	-296,800	Closed	-$5.95M	–	48
2013 Q4	$5.95M	Buy	296,800 +89,600	+43%	+$1.69M	1.27%	28
2013 Q3	$3.53M	Buy	+207,200	New	+$3.44M	0.88%	30

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Meru Capital Group's AAPL Position: Q3 2020 in Review

Meru Capital Group opened a new position in Apple (AAPL) in Q3 2020: 6,100 shares worth $706K. The stake represents 2.3% of the portfolio and ranks #9 among its holdings. This is a return to the name: Meru Capital Group previously reported a position in AAPL as recently as Q3 2017.

Meru Capital Group first reported a position in AAPL in Q3 2013 and has held it in 8 quarters since. The position peaked at $14.5M in Q3 2016. 3,447 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

Meru Capital Group held 6,100 shares of Apple worth $706K as of Q3 2020.
Apple was a new Meru Capital Group position in Q3 2020.
Apple made up 2.3% of Meru Capital Group's portfolio in Q3 2020, its #9 holding.
Meru Capital Group first reported a position in Apple in Q3 2013 and has held it in 8 quarters since.
Meru Capital Group's Apple position peaked at $14.5M in Q3 2016.
3,447 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Meru Capital Group's 13F filing for Q3 2020, filed 13 Nov 2020.