Squar Milner Financial Services’s Apple AAPL Stock Holding History

Squar Milner Financial 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	–	Sell	-59,672	Closed	-$5.44M	–	2
2020 Q2	$5.44M	Sell	59,672 -43,912	-42%	-$3.4M	3.09%	5
2020 Q1	$6.58M	Sell	103,584 -12,844	-11%	-$945K	3.96%	4
2019 Q4	$8.55M	Sell	116,428 -153,880	-57%	-$9.9M	4.27%	3
2019 Q3	$7.83M	Buy	270,308 +158,936	+143%	+$8.31M	4%	4
2019 Q2	$5.51M	Sell	111,372 -3,024	-3%	-$147K	3.71%	3
2019 Q1	$5.43M	Buy	114,396 +11,832	+12%	+$502K	4.01%	2
2018 Q4	$4.04M	Buy	102,564 +36,396	+55%	+$1.76M	3.89%	2
2018 Q3	$3.73M	Sell	66,168 -2,340	-3%	-$122K	3.36%	1
2018 Q2	$3.17M	Sell	68,508 -280	-0.4%	-$12.7K	2.79%	1
2018 Q1	$2.88M	Buy	68,788 +1,872	+3%	+$80.6K	3.64%	1
2017 Q4	$2.81M	Buy	+66,916	New	+$2.8M	3.4%	2

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

Squar Milner Financial Services's AAPL Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Apple (AAPL) in Q3 2020, closing a stake of 59,672 shares — an estimated $5.44M sold.

Squar Milner Financial Services first reported a position in AAPL in Q4 2017 and held it in 11 quarters. The position peaked at $8.55M in Q4 2019. 3,448 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

Squar Milner Financial Services reported no remaining Apple position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 59,672 Apple shares in Q3 2020, an estimated $5.44M.
Squar Milner Financial Services first reported a position in Apple in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Apple position peaked at $8.55M in Q4 2019.
3,448 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.