MGFS
AAPL icon

Miller Green Financial Services’s Apple AAPL Stock Holding History

Miller Green Financial Services’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
2018
Q4 		$749K Hold
19,000
– – 4.25% 4
2018
Q3 		$1.07M Hold
19,000
– – 5.03% 4
2018
Q2 		$879K Buy
+19,000
New +$862K 3.83% 4

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Miller Green Financial Services's AAPL Position: Q4 2018 in Review

Miller Green Financial Services held its Apple (AAPL) position steady in Q4 2018 at 19,000 shares worth $749K. The position accounts for 4.25% of the portfolio, ranked #4.

Miller Green Financial Services first reported a position in AAPL in Q2 2018 and has held it in 3 quarters since. The position peaked at $1.07M in Q3 2018. 3,040 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

  • Miller Green Financial Services held 19,000 shares of Apple worth $749K as of Q4 2018.
  • Miller Green Financial Services left its Apple share count unchanged in Q4 2018.
  • Apple made up 4.25% of Miller Green Financial Services's portfolio in Q4 2018, its #4 holding.
  • Miller Green Financial Services first reported a position in Apple in Q2 2018 and has held it in 3 quarters since.
  • Miller Green Financial Services's Apple position peaked at $1.07M in Q3 2018.
  • 3,040 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on Miller Green Financial Services's 13F filing for Q4 2018, filed 14 Jan 2019.