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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-6,000
Closed -$8K 223
2015
Q1
$8K Buy
+6,000
New +$181K 0.01% 185

Other funds holding AAPL

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.