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Stevens First Principles Investment Advisors’s Apple AAPL Stock Holding History

Stevens First Principles Investment 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
2016
Q4 		– Sell
-22,800
Closed -$94K – 173
2016
Q3 		$94K Hold
22,800
– – 0.07% 81
2016
Q2 		$31K Hold
22,800
– – 0.02% 97
2016
Q1 		$92K Buy
+22,800
New +$568K 0.07% 77

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

Stevens First Principles Investment Advisors's AAPL Position: Q2 2019 in Review

Stevens First Principles Investment Advisors reduced its Apple (AAPL) stake by 7.6% in Q2 2019, selling an estimated $88.7K and leaving 22,000 shares worth $1.09M. The position accounts for 0.63% of the portfolio, ranked #41.

Stevens First Principles Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.65M in Q3 2016. 3,008 funds tracked by Wall St. Rank hold AAPL as of Q2 2019.

  • Stevens First Principles Investment Advisors held 22,000 shares of Apple worth $1.09M as of Q2 2019.
  • Stevens First Principles Investment Advisors sold 1,820 Apple shares in Q2 2019, an estimated $88.7K.
  • Apple made up 0.63% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #41 holding.
  • Stevens First Principles Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 25 quarters since.
  • Stevens First Principles Investment Advisors's Apple position peaked at $3.65M in Q3 2016.
  • 3,008 funds tracked by Wall St. Rank held Apple as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.