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Pantheon Investment Group’s Apple AAPL Stock Holding History

Pantheon Investment Group’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 		$7.23M Sell
40,721
-538
-1% -$85K 5.68% 2
2021
Q3 		$5.84M Sell
41,259
-764
-2% -$112K 5.02% 4
2021
Q2 		$5.75M Sell
42,023
-151
-0.4% -$19.6K 4.82% 4
2021
Q1 		$5.15M Buy
42,174
+2,115
+5% +$271K 4.94% 3
2020
Q4 		$5.32M Sell
40,059
-693
-2% -$83.4K 5.8% 2
2020
Q3 		$4.72M Sell
40,752
-2,872
-7% -$313K 5.62% 2
2020
Q2 		$3.98M Sell
43,624
-2,084
-5% -$161K 4.99% 2
2020
Q1 		$2.9M Sell
45,708
-2,340
-5% -$172K 4.35% 6
2019
Q4 		$3.53M Buy
+48,048
New +$3.09M 3.32% 6

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

Pantheon Investment Group's AAPL Position: Q4 2021 in Review

Pantheon Investment Group reduced its Apple (AAPL) stake by 1.3% in Q4 2021, selling an estimated $85K and leaving 40,721 shares worth $7.23M. The position accounts for 5.68% of the portfolio, ranked #2.

Pantheon Investment Group first reported a position in AAPL in Q4 2019 and has held it in 9 quarters since. 4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

  • Pantheon Investment Group held 40,721 shares of Apple worth $7.23M as of Q4 2021.
  • Pantheon Investment Group sold 538 Apple shares in Q4 2021, an estimated $85K.
  • Apple made up 5.68% of Pantheon Investment Group's portfolio in Q4 2021, its #2 holding.
  • Pantheon Investment Group first reported a position in Apple in Q4 2019 and has held it in 9 quarters since.
  • 4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.