Swift Run Capital Management’s Apple AAPL Stock Holding History

Swift Run Capital 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	$945K	Buy	7,124 +1,180	+20%	+$142K	1.82%	19
2020 Q3	$688K	Sell	5,944 -640	-10%	-$69.8K	1.36%	25
2020 Q2	$600K	Hold	6,584	–	–	1%	30
2020 Q1	$419K	Sell	6,584 -848	-11%	-$62.4K	0.59%	36
2019 Q4	$546K	Hold	7,432	–	–	0.72%	21
2019 Q3	$416K	Hold	7,432	–	–	0.39%	29
2019 Q2	$368K	Hold	7,432	–	–	0.34%	30
2019 Q1	$353K	Hold	7,432	–	–	0.33%	31
2018 Q4	$293K	Hold	7,432	–	–	0.31%	29
2018 Q3	$419K	Hold	7,432	–	–	0.37%	29
2018 Q2	$344K	Hold	7,432	–	–	0.3%	30
2018 Q1	$312K	Hold	7,432	–	–	0.22%	41
2017 Q4	$314K	Hold	7,432	–	–	0.19%	40
2017 Q3	$286K	Hold	7,432	–	–	0.15%	47
2017 Q2	$268K	Buy	7,432 +1,520	+26%	+$56.2K	0.15%	45
2017 Q1	$212K	Buy	+5,912	New	+$195K	0.13%	48

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

Swift Run Capital Management's AAPL Position: Q4 2020 in Review

Swift Run Capital Management increased its Apple (AAPL) stake by 20% in Q4 2020, buying an estimated $142K and bringing the position to 7,124 shares worth $945K. The position accounts for 1.82% of the portfolio, ranked #19.

Swift Run Capital Management first reported a position in AAPL in Q1 2017 and has held it in 16 quarters since. 3,847 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.

Swift Run Capital Management held 7,124 shares of Apple worth $945K as of Q4 2020.
Swift Run Capital Management bought 1,180 Apple shares in Q4 2020, an estimated $142K.
Apple made up 1.82% of Swift Run Capital Management's portfolio in Q4 2020, its #19 holding.
Swift Run Capital Management first reported a position in Apple in Q1 2017 and has held it in 16 quarters since.
3,847 funds tracked by Wall St. Rank held Apple as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.