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Stewardship Financial Advisors’s Apple AAPL Stock Holding History

Stewardship Financial 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
2021
Q1 		$1.25M Sell
10,220
-378
-4% -$48.5K 0.43% 30
2020
Q4 		$1.41M Buy
10,598
+48
+0.5% +$5.77K 0.51% 28
2020
Q3 		$1.22M Buy
10,550
+130
+1% +$14.2K 0.51% 29
2020
Q2 		$950K Sell
10,420
-36
-0.3% -$2.79K 0.42% 29
2020
Q1 		$665K Buy
10,456
+524
+5% +$38.5K 0.34% 31
2019
Q4 		$729K Hold
9,932
– – 0.27% 34
2019
Q3 		$556K Sell
9,932
-2,112
-18% -$110K 0.23% 36
2019
Q2 		$596K Sell
12,044
-84
-0.7% -$4.09K 0.26% 35
2019
Q1 		$576K Sell
12,128
-904
-7% -$38.3K 0.27% 36
2018
Q4 		$514K Buy
13,032
+2,600
+25% +$126K 0.26% 35
2018
Q3 		$589K Sell
10,432
-312
-3% -$16.2K 0.28% 35
2018
Q2 		$497K Buy
10,744
+160
+2% +$7.26K 0.25% 36
2018
Q1 		$444K Buy
10,584
+1,896
+22% +$81.6K 0.22% 39
2017
Q4 		$368K Buy
8,688
+3,504
+68% +$146K 0.19% 39
2017
Q3 		$200K Buy
+5,184
New +$201K 0.12% 42

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stewardship Financial Advisors's AAPL Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its Apple (AAPL) stake by 3.6% in Q1 2021, selling an estimated $48.5K and leaving 10,220 shares worth $1.25M. The position accounts for 0.43% of the portfolio, ranked #30.

Stewardship Financial Advisors first reported a position in AAPL in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2020. 3,843 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

  • Stewardship Financial Advisors held 10,220 shares of Apple worth $1.25M as of Q1 2021.
  • Stewardship Financial Advisors sold 378 Apple shares in Q1 2021, an estimated $48.5K.
  • Apple made up 0.43% of Stewardship Financial Advisors's portfolio in Q1 2021, its #30 holding.
  • Stewardship Financial Advisors first reported a position in Apple in Q3 2017 and has held it in 15 quarters since.
  • Stewardship Financial Advisors's Apple position peaked at $1.41M in Q4 2020.
  • 3,843 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.