SVA Wealth Management’s Apple AAPL Stock Holding History

SVA 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 Q4	$44.3M	Sell	333,616 -23,780	-7%	-$2.86M	3.86%	6
2020 Q3	$41.4M	Sell	357,396 -6,460	-2%	-$705K	4.1%	6
2020 Q2	$33.2M	Sell	363,856 -3,292	-0.9%	-$255K	3.54%	7
2020 Q1	$23.3M	Sell	367,148 -6,360	-2%	-$468K	2.68%	8
2019 Q4	$27.4M	Buy	373,508 +812	+0.2%	+$52.2K	2.51%	8
2019 Q3	$20.9M	Sell	372,696 -2,048	-0.5%	-$107K	2.05%	8
2019 Q2	$18.5M	Sell	374,744 -47,228	-11%	-$2.3M	1.83%	9
2019 Q1	$20M	Sell	421,972 -2,676	-0.6%	-$114K	1.94%	8
2018 Q4	$16.7M	Sell	424,648 -3,992	-0.9%	-$194K	1.88%	8
2018 Q3	$24.2M	Sell	428,640 -8,896	-2%	-$463K	2.46%	8
2018 Q2	$20.2M	Sell	437,536 -9,500	-2%	-$431K	2.19%	8
2018 Q1	$17.2M	Buy	447,036 +6,748	+2%	+$290K	2.13%	7
2017 Q4	$18.6M	Sell	440,288 -6,748	-2%	-$282K	2.18%	7
2017 Q3	$17.2M	Buy	447,036 +4,432	+1%	+$172K	2.13%	7
2017 Q2	$15.9M	Buy	442,604 +8,652	+2%	+$320K	2.07%	7
2017 Q1	$15.6M	Sell	433,952 -14,284	-3%	-$470K	2.11%	7
2016 Q4	$13M	Sell	448,236 -4,908	-1%	-$139K	1.93%	7
2016 Q3	$12.8M	Buy	453,144 +11,392	+3%	+$302K	1.99%	7
2016 Q2	$10.6M	Buy	441,752 +176	+0%	+$4.37K	1.71%	10
2016 Q1	$12M	Buy	441,576 +4,056	+0.9%	+$101K	1.99%	7
2015 Q4	$11.5M	Buy	437,520 +8,488	+2%	+$243K	1.99%	6
2015 Q3	$11.8M	Buy	429,032 +13,972	+3%	+$410K	2.21%	5
2015 Q2	$13M	Buy	415,060 +11,808	+3%	+$378K	2.39%	4
2015 Q1	$12.5M	Buy	403,252 +280,360	+228%	+$8.47M	2.29%	4
2014 Q4	$3.39M	Buy	122,892 +15,508	+14%	+$422K	1.23%	22
2014 Q3	$2.71M	Buy	107,384 +260	+0.2%	+$6.38K	1.15%	24
2014 Q2	$2.49M	Buy	107,124 +2,768	+3%	+$58.9K	1.06%	24
2014 Q1	$2M	Buy	104,356 +8,764	+9%	+$167K	0.94%	26
2013 Q4	$1.92M	Buy	+95,592	New	+$1.81M	1.14%	21

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVA Wealth Management's AAPL Position: Q4 2020 in Review

SVA Wealth Management reduced its Apple (AAPL) stake by 6.7% in Q4 2020, selling an estimated $2.86M and leaving 333,616 shares worth $44.3M. The position accounts for 3.86% of the portfolio, ranked #6.

SVA Wealth Management first reported a position in AAPL in Q4 2013 and has held it in 29 quarters since. 3,847 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.

SVA Wealth Management held 333,616 shares of Apple worth $44.3M as of Q4 2020.
SVA Wealth Management sold 23,780 Apple shares in Q4 2020, an estimated $2.86M.
Apple made up 3.86% of SVA Wealth Management's portfolio in Q4 2020, its #6 holding.
SVA Wealth Management first reported a position in Apple in Q4 2013 and has held it in 29 quarters since.
3,847 funds tracked by Wall St. Rank held Apple as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.