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Shine Investment Advisory Services’s Apple AAPL Stock Holding History

Shine Investment Advisory Services’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 		$4.8M Buy
41,408
+9,820
+31% +$1.07M 1.63% 11
2020
Q2 		$2.88M Buy
31,588
+548
+2% +$42.5K 1.05% 14
2020
Q1 		$1.97M Buy
31,040
+1,620
+6% +$119K 0.92% 21
2019
Q4 		$2.16M Buy
29,420
+2,788
+10% +$179K 0.86% 24
2019
Q3 		$1.49M Buy
26,632
+4,416
+20% +$231K 0.71% 25
2019
Q2 		$1.1M Sell
22,216
-2,328
-9% -$113K 0.51% 37
2019
Q1 		$1.17M Buy
24,544
+2,056
+9% +$87.2K 0.54% 36
2018
Q4 		$887K Sell
22,488
-780
-3% -$37.8K 0.44% 41
2018
Q3 		$1.31M Buy
23,268
+1,524
+7% +$79.4K 0.69% 26
2018
Q2 		$1.01M Buy
21,744
+2,008
+10% +$91.1K 0.51% 33
2018
Q1 		$828K Sell
19,736
-1,820
-8% -$78.3K 0.44% 37
2017
Q4 		$912K Sell
21,556
-76
-0.4% -$3.18K 0.45% 35
2017
Q3 		$833K Buy
21,632
+1,020
+5% +$39.6K 0.43% 36
2017
Q2 		$742K Buy
20,612
+4,032
+24% +$149K 0.38% 37
2017
Q1 		$596K Buy
+16,580
New +$546K 0.39% 37

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
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

Shine Investment Advisory Services's AAPL Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Apple (AAPL) stake by 31% in Q3 2020, buying an estimated $1.07M and bringing the position to 41,408 shares worth $4.8M. The position accounts for 1.63% of the portfolio, ranked #11.

Shine Investment Advisory Services first reported a position in AAPL in Q1 2017 and has held it in 15 quarters since. 3,448 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

  • Shine Investment Advisory Services held 41,408 shares of Apple worth $4.8M as of Q3 2020.
  • Shine Investment Advisory Services bought 9,820 Apple shares in Q3 2020, an estimated $1.07M.
  • Apple made up 1.63% of Shine Investment Advisory Services's portfolio in Q3 2020, its #11 holding.
  • Shine Investment Advisory Services first reported a position in Apple in Q1 2017 and has held it in 15 quarters since.
  • 3,448 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.