Polar Capital’s Apple AAPL Stock Holding History

Polar Capital’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 Q3	$5.37M	Sell	46,400 -17,600	-28%	-$1.92M	0.04%	207
2020 Q2	$5.84M	Buy	64,000 +4,400	+7%	+$341K	0.05%	199
2020 Q1	$3.79M	Buy	59,600 +19,600	+49%	+$1.44M	0.04%	219
2019 Q4	$2.94M	Sell	40,000 -3,960,000	-99%	-$255M	0.03%	250
2019 Q3	$224M	Buy	+4,000,000	New	+$209M	2.01%	7
2019 Q1	–	Sell	-29,200	Closed	-$7K	–	267
2018 Q4	$7K	Hold	29,200	–	–	﹤0.01%	256
2018 Q3	$2.26M	Hold	29,200	–	–	0.02%	249
2018 Q2	$1.35K	Sell	29,200 -2,370,800	-99%	-$108M	0.01%	246
2018 Q1	$101M	Hold	2,400,000	–	–	1.02%	18
2017 Q4	$102M	Sell	2,400,000 -400,000	-14%	-$16.7M	1.05%	18
2017 Q3	$108M	Buy	2,800,000 +400,000	+17%	+$15.5M	1.21%	16
2017 Q2	$86.4M	Hold	2,400,000	–	–	1.16%	18
2017 Q1	$86.2M	Buy	+2,400,000	New	+$79M	1.29%	16
2015 Q1	–	Sell	-247,680	Closed	-$6.83M	–	283
2014 Q4	$6.83M	Buy	+247,680	New	+$6.74M	0.13%	161
2013 Q3	–	Sell	-28,000	Closed	-$590K	–	256
2013 Q2	$590K	Buy	+28,000	New	+$431K	0.02%	229

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

Polar Capital's AAPL Position: Q3 2020 in Review

Polar Capital reduced its Apple (AAPL) stake by 0.22% in Q3 2020, selling an estimated $1.43M and leaving 5,978,225 shares worth $692M. The position accounts for 5.14% of the portfolio, ranked #2.

Polar Capital first reported a position in AAPL in Q2 2013 and has held it in 30 quarters since. 3,447 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

Polar Capital held 5,978,225 shares of Apple worth $692M as of Q3 2020.
Polar Capital sold 13,103 Apple shares in Q3 2020, an estimated $1.43M.
Apple made up 5.14% of Polar Capital's portfolio in Q3 2020, its #2 holding.
Polar Capital first reported a position in Apple in Q2 2013 and has held it in 30 quarters since.
3,447 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.