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
2018 Q1	–	Sell	-6,400	Closed	-$271K	–	59
2017 Q4	$271K	Buy	+6,400	New	+$267K	0.18%	101

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.