New Vernon Capital Holdings II’s Apple AAPL Stock Holding History

New Vernon Capital Holdings II’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 Q4	–	Sell	-2,831	Closed	-$328K	–	33
2020 Q3	$328K	Buy	+2,831	New	+$309K	0.12%	48

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

New Vernon Capital Holdings II's AAPL Position: Q4 2020 in Review

New Vernon Capital Holdings II sold out of Apple (AAPL) in Q4 2020, closing a stake of 2,831 shares — an estimated $328K sold.

New Vernon Capital Holdings II first reported a position in AAPL in Q3 2020 and held it in 1 quarter. The position peaked at $328K in Q3 2020. 3,848 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.

New Vernon Capital Holdings II reported no remaining Apple position as of Q4 2020 after selling out during the quarter.
New Vernon Capital Holdings II sold 2,831 Apple shares in Q4 2020, an estimated $328K.
New Vernon Capital Holdings II first reported a position in Apple in Q3 2020 and held it in 1 quarter.
New Vernon Capital Holdings II's Apple position peaked at $328K in Q3 2020.
3,848 funds tracked by Wall St. Rank held Apple as of Q4 2020.

Based on New Vernon Capital Holdings II's 13F filing for Q4 2020, filed 12 Feb 2021.