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Stratford Consulting’s Apple AAPL Stock Holding History

Stratford Consulting’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
2020
Q1 		$546K Sell
8,592
-788
-8% -$58K 0.25% 38
2019
Q4 		$689K Buy
9,380
+4,812
+105% +$310K 0.22% 31
2019
Q3 		$256K Buy
4,568
+20
+0.4% +$1.05K 0.09% 50
2019
Q2 		$225K Buy
4,548
+16
+0.4% +$780 0.08% 49
2019
Q1 		$215K Buy
+4,532
New +$192K 0.08% 50
2018
Q4 		– Sell
-4,012
Closed -$226K – 58
2018
Q3 		$226K Buy
+4,012
New +$209K 0.08% 46

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stratford Consulting's AAPL Position: Q1 2020 in Review

Stratford Consulting reduced its Apple (AAPL) stake by 8.4% in Q1 2020, selling an estimated $58K and leaving 8,592 shares worth $546K. The position accounts for 0.25% of the portfolio, ranked #38.

Stratford Consulting first reported a position in AAPL in Q3 2018 and has held it in 6 quarters since. The position peaked at $689K in Q4 2019. 3,347 funds tracked by Wall St. Rank hold AAPL as of Q1 2020.

  • Stratford Consulting held 8,592 shares of Apple worth $546K as of Q1 2020.
  • Stratford Consulting sold 788 Apple shares in Q1 2020, an estimated $58K.
  • Apple made up 0.25% of Stratford Consulting's portfolio in Q1 2020, its #38 holding.
  • Stratford Consulting first reported a position in Apple in Q3 2018 and has held it in 6 quarters since.
  • Stratford Consulting's Apple position peaked at $689K in Q4 2019.
  • 3,347 funds tracked by Wall St. Rank held Apple as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.