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Miles Capital’s Apple AAPL Stock Holding History

Miles Capital’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
Q1 		$1.96M Sell
30,896
-1,032
-3% -$75.9K 2.12% 6
2019
Q4 		$2.34M Sell
31,928
-4,160
-12% -$268K 1.88% 6
2019
Q3 		$2.02M Sell
36,088
-2,324
-6% -$122K 1.67% 8
2019
Q2 		$1.9M Sell
38,412
-6,300
-14% -$307K 1.55% 11
2019
Q1 		$2.12M Sell
44,712
-1,720
-4% -$73K 1.84% 4
2018
Q4 		$1.83M Buy
46,432
+44
+0.1% +$2.13K 1.81% 4
2018
Q3 		$2.62M Sell
46,388
-6,832
-13% -$356K 2.12% 4
2018
Q2 		$2.46M Sell
53,220
-924
-2% -$41.9K 1.52% 5
2018
Q1 		$2.27M Buy
54,144
+3,464
+7% +$149K 1.25% 6
2017
Q4 		$2.14M Sell
50,680
-584
-1% -$24.4K 1.24% 7
2017
Q3 		$1.98M Sell
51,264
-16,124
-24% -$626K 1.12% 7
2017
Q2 		$2.43M Sell
67,388
-8,028
-11% -$297K 1.3% 5
2017
Q1 		$2.71M Sell
75,416
-2,340
-3% -$77.1K 1.51% 5
2016
Q4 		$2.25M Buy
77,756
+1,372
+2% +$38.9K 1.37% 6
2016
Q3 		$2.16M Buy
76,384
+17,392
+29% +$460K 1.46% 7
2016
Q2 		$1.41M Buy
58,992
+39,388
+201% +$979K 0.96% 8
2016
Q1 		$534K Sell
19,604
-17,252
-47% -$430K 0.36% 70
2015
Q4 		$970K Sell
36,856
-1,428
-4% -$40.8K 0.66% 33
2015
Q3 		$1.06M Sell
38,284
-39,408
-51% -$1.16M 0.76% 26
2015
Q2 		$2.44M Buy
77,692
+10,208
+15% +$327K 1.6% 6
2015
Q1 		$2.1M Buy
67,484
+24,844
+58% +$750K 1.25% 10
2014
Q4 		$1.18M Buy
42,640
+2,444
+6% +$66.5K 0.64% 48
2014
Q3 		$1.01M Sell
40,196
-564
-1% -$13.8K 0.54% 54
2014
Q2 		$947K Sell
40,760
-1,464
-3% -$31.2K 0.48% 55
2014
Q1 		$809K Sell
42,224
-8,176
-16% -$156K 0.42% 53
2013
Q4 		$1.01M Buy
50,400
+7,112
+16% +$134K 0.5% 51
2013
Q3 		$737K Sell
43,288
-13,356
-24% -$221K 0.42% 56
2013
Q2 		$802K Buy
+56,644
New +$871K 0.37% 59

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Miles Capital's AAPL Position: Q1 2020 in Review

Miles Capital reduced its Apple (AAPL) stake by 3.2% in Q1 2020, selling an estimated $75.9K and leaving 30,896 shares worth $1.96M. The position accounts for 2.12% of the portfolio, ranked #6.

Miles Capital first reported a position in AAPL in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.71M in Q1 2017. 3,347 funds tracked by Wall St. Rank hold AAPL as of Q1 2020.

  • Miles Capital held 30,896 shares of Apple worth $1.96M as of Q1 2020.
  • Miles Capital sold 1,032 Apple shares in Q1 2020, an estimated $75.9K.
  • Apple made up 2.12% of Miles Capital's portfolio in Q1 2020, its #6 holding.
  • Miles Capital first reported a position in Apple in Q2 2013 and has held it in 28 quarters since.
  • Miles Capital's Apple position peaked at $2.71M in Q1 2017.
  • 3,347 funds tracked by Wall St. Rank held Apple as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.