PagnatoKarp Partners’s Apple AAPL Stock Holding History

PagnatoKarp Partners’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
2019 Q2	–	Sell	-44,400	Closed	-$113K	–	195
2019 Q1	$113K	Sell	44,400 -15,600	-26%	-$662K	0.03%	171
2018 Q4	$148K	Sell	60,000 -68,800	-53%	-$3.34M	0.03%	150
2018 Q3	$316K	Buy	+128,800	New	+$6.71M	0.09%	127

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

PagnatoKarp Partners's AAPL Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Apple (AAPL) in Q2 2020, closing a stake of 121,804 shares — an estimated $7.74M sold.

PagnatoKarp Partners first reported a position in AAPL in Q4 2016 and held it in 13 quarters. The position peaked at $9.15M in Q4 2019. 3,410 funds tracked by Wall St. Rank hold AAPL as of Q2 2020.

PagnatoKarp Partners reported no remaining Apple position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 121,804 Apple shares in Q2 2020, an estimated $7.74M.
PagnatoKarp Partners first reported a position in Apple in Q4 2016 and held it in 13 quarters.
PagnatoKarp Partners's Apple position peaked at $9.15M in Q4 2019.
3,410 funds tracked by Wall St. Rank held Apple as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.