Resource Management’s Apple AAPL Stock Holding History

Resource 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	$52.7M	Buy	296,598 +1,164	+0.4%	+$184K	5.43%	5
2021 Q3	$41.8M	Sell	295,434 -3,193	-1%	-$470K	4.77%	5
2021 Q2	$40.9M	Sell	298,627 -8,684	-3%	-$1.13M	4.68%	5
2021 Q1	$37.5M	Sell	307,311 -1,100	-0.4%	-$141K	4.52%	5
2020 Q4	$40.9M	Buy	308,411 +2,105	+0.7%	+$253K	5.59%	5
2020 Q3	$35.5M	Sell	306,306 -2,050	-0.7%	-$224K	5.78%	3
2020 Q2	$28.1M	Buy	308,356 +1,184	+0.4%	+$91.7K	4.87%	4
2020 Q1	$19.5M	Buy	307,172 +4,124	+1%	+$303K	4.13%	4
2019 Q4	$22.2M	Sell	303,048 -16,188	-5%	-$1.04M	3.58%	5
2019 Q3	$17.9M	Sell	319,236 -828	-0.3%	-$43.3K	3.12%	5
2019 Q2	$15.8M	Buy	320,064 +25,328	+9%	+$1.23M	2.74%	7
2019 Q1	$14M	Buy	294,736 +16,924	+6%	+$718K	2.52%	7
2018 Q4	$11M	Sell	277,812 -8,932	-3%	-$433K	2.3%	7
2018 Q3	$16.2M	Sell	286,744 -600	-0.2%	-$31.2K	2.96%	6
2018 Q2	$13.3M	Buy	287,344 +21,416	+8%	+$971K	2.59%	6
2018 Q1	$11.2M	Sell	265,928 -22,244	-8%	-$958K	2.38%	7
2017 Q4	$11.8M	Buy	+288,172	New	+$12M	2.41%	6

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Resource Management's AAPL Position: Q4 2021 in Review

Resource Management increased its Apple (AAPL) stake by 0.39% in Q4 2021, buying an estimated $184K and bringing the position to 296,598 shares worth $52.7M. The position accounts for 5.43% of the portfolio, ranked #5.

Resource Management first reported a position in AAPL in Q4 2017 and has held it in 17 quarters since. 4,390 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.

Resource Management held 296,598 shares of Apple worth $52.7M as of Q4 2021.
Resource Management bought 1,164 Apple shares in Q4 2021, an estimated $184K.
Apple made up 5.43% of Resource Management's portfolio in Q4 2021, its #5 holding.
Resource Management first reported a position in Apple in Q4 2017 and has held it in 17 quarters since.
4,390 funds tracked by Wall St. Rank held Apple as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.