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Sunflower Bank Wealth Management’s Apple AAPL Stock Holding History

Sunflower Bank Wealth Management’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
Q3 		$5.88M Sell
50,740
-9,956
-16% -$1.09M 1.97% 9
2020
Q2 		$5.54M Sell
60,696
-340
-0.6% -$26.3K 1.86% 12
2020
Q1 		$3.88M Sell
61,036
-25,560
-30% -$1.88M 1.47% 11
2019
Q4 		$6.36M Sell
86,596
-9,840
-10% -$633K 1.94% 11
2019
Q3 		$5.4M Buy
96,436
+40
+0% +$2.09K 1.73% 13
2019
Q2 		$4.77M Sell
96,396
-1,776
-2% -$86.5K 1.54% 14
2019
Q1 		$4.66M Sell
98,172
-2,800
-3% -$119K 1.4% 16
2018
Q4 		$3.98M Sell
100,972
-5,340
-5% -$259K 1.28% 16
2018
Q3 		$6M Sell
106,312
-660
-0.6% -$34.4K 1.69% 12
2018
Q2 		$4.95M Sell
106,972
-2,000
-2% -$90.7K 1.45% 16
2018
Q1 		$4.57M Sell
108,972
-4,100
-4% -$177K 1.26% 18
2017
Q4 		$4.78M Sell
113,072
-400
-0.4% -$16.7K 1.29% 17
2017
Q3 		$4.37M Buy
113,472
+224
+0.2% +$8.69K 1.58% 13
2017
Q2 		$4.08M Buy
113,248
+1,428
+1% +$52.8K 1.38% 16
2017
Q1 		$4.02M Sell
111,820
-400
-0.4% -$13.2K 1.37% 16
2016
Q4 		$3.25M Hold
112,220
– – 1.16% 16
2016
Q3 		$3.17M Hold
112,220
– – 1.16% 16
2016
Q2 		$2.68M Buy
112,220
+280
+0.3% +$6.96K 0.94% 23
2016
Q1 		$3.05M Sell
111,940
-5,880
-5% -$147K 1.09% 19
2015
Q4 		$3.1M Buy
117,820
+720
+0.6% +$20.6K 1.09% 20
2015
Q3 		$3.23M Sell
117,100
-1,600
-1% -$46.9K 1.18% 19
2015
Q2 		$3.72M Sell
118,700
-5,460
-4% -$175K 1.27% 17
2015
Q1 		$3.86M Sell
124,160
-3,700
-3% -$112K 1.27% 16
2014
Q4 		$3.53M Sell
127,860
-8,024
-6% -$218K 1.12% 18
2014
Q3 		$3.42M Buy
135,884
+6,020
+5% +$148K 1.17% 17
2014
Q2 		$3.02M Buy
129,864
+95,200
+275% +$2.03M 1.23% 21
2014
Q1 		$664K Hold
34,664
– – 0.32% 51
2013
Q4 		$695K Buy
34,664
+364
+1% +$6.88K 0.35% 51
2013
Q3 		$584K Sell
34,300
-700
-2% -$11.6K 0.32% 54
2013
Q2 		$496K Buy
+35,000
New +$538K 0.27% 56

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 $1.9T AUM 41.92% 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

Sunflower Bank Wealth Management's AAPL Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Apple (AAPL) stake by 16% in Q3 2020, selling an estimated $1.09M and leaving 50,740 shares worth $5.88M. The position accounts for 1.97% of the portfolio, ranked #9.

Sunflower Bank Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.36M in Q4 2019. 3,448 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

  • Sunflower Bank Wealth Management held 50,740 shares of Apple worth $5.88M as of Q3 2020.
  • Sunflower Bank Wealth Management sold 9,956 Apple shares in Q3 2020, an estimated $1.09M.
  • Apple made up 1.97% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #9 holding.
  • Sunflower Bank Wealth Management first reported a position in Apple in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's Apple position peaked at $6.36M in Q4 2019.
  • 3,448 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.