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Mirsky Financial Management’s Apple AAPL Stock Holding History

Mirsky Financial 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
2021
Q4 		$573K Sell
3,229
-8
-0.2% -$1.26K 0.24% 34
2021
Q3 		$458K Sell
3,237
-94
-3% -$13.8K 0.2% 31
2021
Q2 		$456K Sell
3,331
-47
-1% -$6.09K 0.2% 33
2021
Q1 		$413K Sell
3,378
-47
-1% -$6.03K 0.19% 34
2020
Q4 		$454K Buy
3,425
+568
+20% +$68.3K 0.23% 32
2020
Q3 		$331K Buy
2,857
+1
+0% +$109 0.19% 31
2020
Q2 		$261K Buy
+2,856
New +$221K 0.16% 33

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mirsky Financial Management's AAPL Position: Q4 2021 in Review

Mirsky Financial Management reduced its Apple (AAPL) stake by 0.25% in Q4 2021, selling an estimated $1.26K and leaving 3,229 shares worth $573K. The position accounts for 0.24% of the portfolio, ranked #34.

Mirsky Financial Management first reported a position in AAPL in Q2 2020 and has held it in 7 quarters since. 4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

  • Mirsky Financial Management held 3,229 shares of Apple worth $573K as of Q4 2021.
  • Mirsky Financial Management sold 8 Apple shares in Q4 2021, an estimated $1.26K.
  • Apple made up 0.24% of Mirsky Financial Management's portfolio in Q4 2021, its #34 holding.
  • Mirsky Financial Management first reported a position in Apple in Q2 2020 and has held it in 7 quarters since.
  • 4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.