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Peachtree Investment Advisors’s Apple AAPL Stock Holding History

Peachtree Investment Advisors’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
Q4 		$4.76M Buy
120,720
+2,284
+2% +$111K 3.67% 6
2018
Q3 		$6.68M Sell
118,436
-960
-0.8% -$50K 4.56% 6
2018
Q2 		$5.53M Buy
119,396
+5,580
+5% +$253K 4% 7
2018
Q1 		$4.77M Sell
113,816
-11,320
-9% -$487K 3.59% 7
2017
Q4 		$5.29M Buy
+125,136
New +$5.23M 4.05% 6
2017
Q3 		– Sell
-130,096
Closed -$4.68M – 78
2017
Q2 		$4.68M Sell
130,096
-2,720
-2% -$101K 4.01% 6
2017
Q1 		$4.77M Sell
132,816
-8,172
-6% -$269K 4.37% 4
2016
Q4 		$4.08M Sell
140,988
-11,300
-7% -$320K 4.01% 2
2016
Q3 		$4.3M Buy
152,288
+14,280
+10% +$378K 4.22% 2
2016
Q2 		$3.3M Sell
138,008
-23,460
-15% -$583K 3.35% 5
2016
Q1 		$4.4M Buy
161,468
+2,400
+2% +$59.8K 4.41% 3
2015
Q4 		$4.19M Sell
159,068
-540
-0.3% -$15.4K 4.38% 3
2015
Q3 		$4.4M Buy
159,608
+28,880
+22% +$847K 4.57% 3
2015
Q2 		$4.1M Sell
130,728
-39,020
-23% -$1.25M 3.06% 5
2015
Q1 		$5.28M Buy
169,748
+52,608
+45% +$1.59M 3.78% 3
2014
Q4 		$3.23M Buy
117,140
+5,300
+5% +$144K 2.17% 6
2014
Q3 		$2.82M Buy
111,840
+1,100
+1% +$27K 1.88% 7
2014
Q2 		$2.57M Sell
110,740
-1,820
-2% -$38.7K 1.72% 13
2014
Q1 		$2.16M Hold
112,560
– – 1.47% 16
2013
Q4 		$2.25M Buy
+112,560
New +$2.13M 1.54% 18

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peachtree Investment Advisors's AAPL Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Apple (AAPL) stake by 1.9% in Q4 2018, buying an estimated $111K and bringing the position to 120,720 shares worth $4.76M. The position accounts for 3.67% of the portfolio, ranked #6.

Peachtree Investment Advisors first reported a position in AAPL in Q4 2013 and has held it in 20 quarters since. The position peaked at $6.68M in Q3 2018. 3,039 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

  • Peachtree Investment Advisors held 120,720 shares of Apple worth $4.76M as of Q4 2018.
  • Peachtree Investment Advisors bought 2,284 Apple shares in Q4 2018, an estimated $111K.
  • Apple made up 3.67% of Peachtree Investment Advisors's portfolio in Q4 2018, its #6 holding.
  • Peachtree Investment Advisors first reported a position in Apple in Q4 2013 and has held it in 20 quarters since.
  • Peachtree Investment Advisors's Apple position peaked at $6.68M in Q3 2018.
  • 3,039 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.