Tradition Asset Management’s Apple AAPL Stock Holding History

Tradition Asset 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 Q2	$6.43M	Sell	70,568 -8,760	-11%	-$679K	1.84%	9
2020 Q1	$5.04M	Sell	79,328 -18,244	-19%	-$1.34M	1.69%	13
2019 Q4	$7.16M	Sell	97,572 -2,396	-2%	-$154K	1.74%	11
2019 Q3	$5.6M	Sell	99,968 -15,932	-14%	-$833K	1.45%	17
2019 Q2	$5.73M	Buy	+115,900	New	+$5.65M	1.49%	15

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

Tradition Asset Management's AAPL Position: Q2 2020 in Review

Tradition Asset Management reduced its Apple (AAPL) stake by 11% in Q2 2020, selling an estimated $679K and leaving 70,568 shares worth $6.43M. The position accounts for 1.84% of the portfolio, ranked #9.

Tradition Asset Management first reported a position in AAPL in Q2 2019 and has held it in 5 quarters since. The position peaked at $7.16M in Q4 2019. 3,409 funds tracked by Wall St. Rank hold AAPL as of Q2 2020.

Tradition Asset Management held 70,568 shares of Apple worth $6.43M as of Q2 2020.
Tradition Asset Management sold 8,760 Apple shares in Q2 2020, an estimated $679K.
Apple made up 1.84% of Tradition Asset Management's portfolio in Q2 2020, its #9 holding.
Tradition Asset Management first reported a position in Apple in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Apple position peaked at $7.16M in Q4 2019.
3,409 funds tracked by Wall St. Rank held Apple as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.