Needelman Asset Management’s Apple AAPL Stock Holding History

Needelman Asset 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
2018 Q3	–	Sell	-23,624	Closed	-$1.09M	–	1
2018 Q2	$1.09M	Sell	23,624 -200	-0.8%	-$9.07K	2.38%	25
2018 Q1	$999K	Sell	23,824 -200	-0.8%	-$8.61K	2.15%	28
2017 Q4	$1.02M	Sell	24,024 -200	-0.8%	-$8.36K	2.54%	22
2017 Q3	$933K	Sell	24,224 -100	-0.4%	-$3.88K	2.29%	21
2017 Q2	$876K	Buy	24,324 +240	+1%	+$8.87K	2.26%	26
2017 Q1	$865K	Sell	24,084 -80	-0.3%	-$2.63K	2.31%	26
2016 Q4	$700K	Sell	24,164 -60	-0.2%	-$1.7K	1.94%	33
2016 Q3	$685K	Hold	24,224	–	–	2.06%	32
2016 Q2	$579K	Hold	24,224	–	–	1.65%	34
2016 Q1	$660K	Buy	24,224 +460	+2%	+$11.5K	1.93%	33
2015 Q4	$625K	Sell	23,764 -140	-0.6%	-$4K	1.9%	32
2015 Q3	$659K	Hold	23,904	–	–	2.17%	28
2015 Q2	$750K	Sell	23,904 -29,040	-55%	-$929K	2.37%	22
2015 Q1	$1.65M	Sell	52,944 -140	-0.3%	-$4.23K	5%	1
2014 Q4	$1.47M	Hold	53,084	–	–	4.49%	1
2014 Q3	$1.34M	Sell	53,084 -4,680	-8%	-$115K	4.29%	1
2014 Q2	$1.34M	Sell	57,764 -420	-0.7%	-$8.94K	4.24%	1
2014 Q1	$1.11M	Buy	58,184 +840	+1%	+$16K	3.62%	4
2013 Q4	$1.15M	Sell	57,344 -560	-1%	-$10.6K	3.79%	3
2013 Q3	$986K	Hold	57,904	–	–	3.53%	5
2013 Q2	$820K	Buy	+57,904	New	+$891K	3%	12

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Needelman Asset Management's AAPL Position: Q3 2018 in Review

Needelman Asset Management sold out of Apple (AAPL) in Q3 2018, closing a stake of 23,624 shares — an estimated $1.09M sold.

Needelman Asset Management first reported a position in AAPL in Q2 2013 and held it in 21 quarters. The position peaked at $1.65M in Q1 2015. 2,832 funds tracked by Wall St. Rank hold AAPL as of Q3 2018.

Needelman Asset Management reported no remaining Apple position as of Q3 2018 after selling out during the quarter.
Needelman Asset Management sold 23,624 Apple shares in Q3 2018, an estimated $1.09M.
Needelman Asset Management first reported a position in Apple in Q2 2013 and held it in 21 quarters.
Needelman Asset Management's Apple position peaked at $1.65M in Q1 2015.
2,832 funds tracked by Wall St. Rank held Apple as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.