SIG
AAPL icon

Stanford Investment Group’s Apple AAPL Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-392,056
Closed -$11.4M – 2
2016
Q4 		$11.4M Buy
392,056
+80,704
+26% +$2.29M 5.53% 4
2016
Q3 		$8.8M Sell
311,352
-12,444
-4% -$329K 4.14% 6
2016
Q2 		$7.74M Sell
323,796
-364
-0.1% -$9.05K 3.95% 6
2016
Q1 		$8.83M Sell
324,160
-4,024
-1% -$100K 4.97% 6
2015
Q4 		$8.64M Buy
328,184
+6,092
+2% +$174K 4.7% 6
2015
Q3 		$8.88M Sell
322,092
-6,000
-2% -$176K 6.53% 3
2015
Q2 		$10.3M Sell
328,092
-9,244
-3% -$296K 7.7% 3
2015
Q1 		$10.5M Sell
337,336
-43,596
-11% -$1.32M 8.36% 3
2014
Q4 		$10.5M Buy
+380,932
New +$10.4M 8.81% 3

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stanford Investment Group's AAPL Position: Q1 2017 in Review

Stanford Investment Group sold out of Apple (AAPL) in Q1 2017, closing a stake of 392,056 shares — an estimated $11.4M sold.

Stanford Investment Group first reported a position in AAPL in Q4 2014 and held it in 9 quarters. The position peaked at $11.4M in Q4 2016. 2,519 funds tracked by Wall St. Rank hold AAPL as of Q1 2017.

  • Stanford Investment Group reported no remaining Apple position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 392,056 Apple shares in Q1 2017, an estimated $11.4M.
  • Stanford Investment Group first reported a position in Apple in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Apple position peaked at $11.4M in Q4 2016.
  • 2,519 funds tracked by Wall St. Rank held Apple as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.