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Sumit Capital’s Apple AAPL Stock Holding History

Sumit Capital’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
2014
Q4 		– Sell
-10,368
Closed -$261K – 17
2014
Q3 		$261K Buy
+10,368
New +$254K 1.03% 31
2014
Q2 		– Sell
-13,020
Closed -$250K – 109
2014
Q1 		$250K Sell
13,020
-7,532
-37% -$143K 0.95% 38
2013
Q4 		$412K Buy
+20,552
New +$388K 0.74% 30

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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sumit Capital's AAPL Position: Q4 2014 in Review

Sumit Capital sold out of Apple (AAPL) in Q4 2014, closing a stake of 10,368 shares — an estimated $261K sold.

Sumit Capital first reported a position in AAPL in Q4 2013 and held it in 3 quarters. The position peaked at $412K in Q4 2013. 2,294 funds tracked by Wall St. Rank hold AAPL as of Q4 2014.

  • Sumit Capital reported no remaining Apple position as of Q4 2014 after selling out during the quarter.
  • Sumit Capital sold 10,368 Apple shares in Q4 2014, an estimated $261K.
  • Sumit Capital first reported a position in Apple in Q4 2013 and held it in 3 quarters.
  • Sumit Capital's Apple position peaked at $412K in Q4 2013.
  • 2,294 funds tracked by Wall St. Rank held Apple as of Q4 2014.

Based on Sumit Capital's 13F filing for Q4 2014, filed 9 Feb 2015.