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NuWave Investment Management’s Apple AAPL Stock Holding History

NuWave Investment 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 		– Sell
-594
Closed -$84K – 281
2021
Q3 		$84K Buy
594
+180
+43% +$26.5K 0.1% 211
2021
Q2 		$57K Sell
414
-6,355
-94% -$823K 0.06% 253
2021
Q1 		$827K Buy
+6,769
New +$869K 1.04% 18
2020
Q4 		– Sell
-127
Closed -$14K – 324
2020
Q3 		$14K Sell
127
-5,529
-98% -$603K 0.02% 308
2020
Q2 		$458K Sell
5,656
-4,348
-43% -$337K 0.6% 50
2020
Q1 		$636K Buy
10,004
+9,864
+7,046% +$725K 1.39% 8
2019
Q4 		$10K Buy
140
+28
+25% +$1.8K 0.01% 334
2019
Q3 		$6K Sell
112
-1,764
-94% -$92.2K 0.01% 375
2019
Q2 		$93K Buy
1,876
+1,796
+2,245% +$87.5K 0.1% 175
2019
Q1 		$4K Sell
80
-16,952
-100% -$719K ﹤0.01% 331
2018
Q4 		$672K Buy
17,032
+16,944
+19,255% +$821K 1.15% 13
2018
Q3 		$5K Sell
88
-88
-50% -$4.58K 0.01% 278
2018
Q2 		$8K Sell
176
-4,464
-96% -$202K 0.01% 226
2018
Q1 		$198K Sell
4,640
-10,120
-69% -$436K 0.31% 108
2017
Q4 		$625K Buy
+14,760
New +$617K 0.73% 52
2014
Q3 		$3K Sell
112
-17,060
-99% -$419K 0.01% 214
2014
Q2 		$399K Buy
17,172
+13,392
+354% +$285K 1.03% 18
2014
Q1 		$72K Sell
3,780
-52,752
-93% -$1M 0.21% 147
2013
Q4 		$1.13M Buy
56,532
+56,140
+14,321% +$1.06M 1% 24
2013
Q3 		$7K Hold
392
– – 0.01% 269
2013
Q2 		$6K Buy
+392
New +$6.03K 0.01% 277

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

NuWave Investment Management's AAPL Position: Q4 2021 in Review

NuWave Investment Management sold out of Apple (AAPL) in Q4 2021, closing a stake of 594 shares — an estimated $84K sold.

NuWave Investment Management first reported a position in AAPL in Q2 2013 and held it in 21 quarters. The position peaked at $1.13M in Q4 2013. 4,390 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

  • NuWave Investment Management reported no remaining Apple position as of Q4 2021 after selling out during the quarter.
  • NuWave Investment Management sold 594 Apple shares in Q4 2021, an estimated $84K.
  • NuWave Investment Management first reported a position in Apple in Q2 2013 and held it in 21 quarters.
  • NuWave Investment Management's Apple position peaked at $1.13M in Q4 2013.
  • 4,390 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on NuWave Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.