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Steadfast Advisors’s Apple AAPL Stock Holding History

Steadfast Advisors’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
2015
Q4 		– Sell
-148,000
Closed -$4.08M – 58
2015
Q3 		$4.08M Hold
148,000
– – 1.94% 21
2015
Q2 		$4.64M Buy
+148,000
New +$4.73M 1.61% 22

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steadfast Advisors's AAPL Position: Q4 2016 in Review

Steadfast Advisors reduced its Apple (AAPL) stake by 37% in Q4 2016, selling an estimated $5.81M and leaving 353,116 shares worth $10.2M. The position accounts for 5.01% of the portfolio, ranked #4.

Steadfast Advisors first reported a position in AAPL in Q4 2013 and has held it in 9 quarters since. The position peaked at $15.8M in Q3 2016. 2,462 funds tracked by Wall St. Rank hold AAPL as of Q4 2016.

  • Steadfast Advisors held 353,116 shares of Apple worth $10.2M as of Q4 2016.
  • Steadfast Advisors sold 204,964 Apple shares in Q4 2016, an estimated $5.81M.
  • Apple made up 5.01% of Steadfast Advisors's portfolio in Q4 2016, its #4 holding.
  • Steadfast Advisors first reported a position in Apple in Q4 2013 and has held it in 9 quarters since.
  • Steadfast Advisors's Apple position peaked at $15.8M in Q3 2016.
  • 2,462 funds tracked by Wall St. Rank held Apple as of Q4 2016.

Based on Steadfast Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.