MIM
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Midwest Investment Management’s Apple AAPL Stock Holding History

Midwest 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
2017
Q3 		$3.44M Sell
89,396
-3,020
-3% -$117K 2.83% 11
2017
Q2 		$3.33M Buy
92,416
+3,920
+4% +$145K 2.81% 12
2017
Q1 		$3.18M Sell
88,496
-2,748
-3% -$90.5K 2.71% 13
2016
Q4 		$2.64M Buy
91,244
+21,544
+31% +$611K 2.27% 18
2016
Q3 		$1.97M Sell
69,700
-3,880
-5% -$103K 1.71% 27
2016
Q2 		$1.76M Sell
73,580
-1,900
-3% -$47.2K 1.43% 32
2016
Q1 		$2.06M Sell
75,480
-360
-0.5% -$8.97K 1.66% 30
2015
Q4 		$2M Sell
75,840
-520
-0.7% -$14.9K 1.7% 27
2015
Q3 		$2.1M Sell
76,360
-60
-0.1% -$1.76K 1.79% 27
2015
Q2 		$2.4M Buy
76,420
+668
+0.9% +$21.4K 1.84% 27
2015
Q1 		$2.36M Sell
75,752
-28,804
-28% -$870K 1.79% 31
2014
Q4 		$2.88M Sell
104,556
-23,724
-18% -$645K 2.1% 20
2014
Q3 		$3.23M Sell
128,280
-3,236
-2% -$79.4K 2.41% 13
2014
Q2 		$3.06M Sell
131,516
-2,380
-2% -$50.6K 2.23% 17
2014
Q1 		$2.57M Buy
133,896
+6,076
+5% +$116K 1.92% 25
2013
Q4 		$2.56M Sell
127,820
-1,148
-0.9% -$21.7K 1.91% 24
2013
Q3 		$2.19M Buy
128,968
+2,100
+2% +$34.8K 1.84% 26
2013
Q2 		$1.8M Buy
+126,868
New +$1.95M 1.82% 35

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Midwest Investment Management's AAPL Position: Q3 2017 in Review

Midwest Investment Management reduced its Apple (AAPL) stake by 3.3% in Q3 2017, selling an estimated $117K and leaving 89,396 shares worth $3.44M. The position accounts for 2.83% of the portfolio, ranked #11.

Midwest Investment Management first reported a position in AAPL in Q2 2013 and has held it in 18 quarters since. 2,527 funds tracked by Wall St. Rank hold AAPL as of Q3 2017.

  • Midwest Investment Management held 89,396 shares of Apple worth $3.44M as of Q3 2017.
  • Midwest Investment Management sold 3,020 Apple shares in Q3 2017, an estimated $117K.
  • Apple made up 2.83% of Midwest Investment Management's portfolio in Q3 2017, its #11 holding.
  • Midwest Investment Management first reported a position in Apple in Q2 2013 and has held it in 18 quarters since.
  • 2,527 funds tracked by Wall St. Rank held Apple as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.