SC
AAPL icon

Sovarnum Capital’s Apple AAPL Stock Holding History

Sovarnum 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
2019
Q3 		$448K Sell
8,000
-6,000
-43% -$314K 0.53% 36
2019
Q2 		$693K Hold
14,000
– – 0.93% 31
2019
Q1 		$665K Buy
+14,000
New +$594K 0.89% 27

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sovarnum Capital's AAPL Position: Q3 2019 in Review

Sovarnum Capital reduced its Apple (AAPL) stake by 43% in Q3 2019, selling an estimated $314K and leaving 8,000 shares worth $448K. The position accounts for 0.53% of the portfolio, ranked #36.

Sovarnum Capital first reported a position in AAPL in Q1 2019 and has held it in 3 quarters since. The position peaked at $693K in Q2 2019. 3,028 funds tracked by Wall St. Rank hold AAPL as of Q3 2019.

  • Sovarnum Capital held 8,000 shares of Apple worth $448K as of Q3 2019.
  • Sovarnum Capital sold 6,000 Apple shares in Q3 2019, an estimated $314K.
  • Apple made up 0.53% of Sovarnum Capital's portfolio in Q3 2019, its #36 holding.
  • Sovarnum Capital first reported a position in Apple in Q1 2019 and has held it in 3 quarters since.
  • Sovarnum Capital's Apple position peaked at $693K in Q2 2019.
  • 3,028 funds tracked by Wall St. Rank held Apple as of Q3 2019.

Based on Sovarnum Capital's 13F filing for Q3 2019, filed 14 Nov 2019.