Vickerman & Driscoll Financial Advisors’s Apple AAPL Stock Holding History

Vickerman & Driscoll Financial Advisors’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 Q1	$2.1M	Sell	33,084 -7,212	-18%	-$530K	1.29%	21
2019 Q4	$2.96M	Buy	40,296 +5,080	+14%	+$327K	1.49%	24
2019 Q3	$1.97M	Hold	35,216	–	–	1.08%	30
2019 Q2	$1.74M	Sell	35,216 -44	-0.1%	-$2.14K	0.97%	36
2019 Q1	$1.67M	Sell	35,260 -1,184	-3%	-$50.2K	0.94%	33
2018 Q4	$1.44M	Buy	36,444 +1,760	+5%	+$85.3K	1.12%	33
2018 Q3	$1.96M	Sell	34,684 -1,968	-5%	-$102K	1.36%	20
2018 Q2	$1.7M	Buy	36,652 +1,096	+3%	+$49.7K	1.24%	20
2018 Q1	$1.49M	Buy	35,556 +2,456	+7%	+$106K	1.1%	25
2017 Q4	$1.4M	Buy	+33,100	New	+$1.38M	1.1%	25

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

Vickerman & Driscoll Financial Advisors's AAPL Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its Apple (AAPL) stake by 18% in Q1 2020, selling an estimated $530K and leaving 33,084 shares worth $2.1M. The position accounts for 1.29% of the portfolio, ranked #21.

Vickerman & Driscoll Financial Advisors first reported a position in AAPL in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.96M in Q4 2019. 3,348 funds tracked by Wall St. Rank hold AAPL as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 33,084 shares of Apple worth $2.1M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 7,212 Apple shares in Q1 2020, an estimated $530K.
Apple made up 1.29% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #21 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Apple in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's Apple position peaked at $2.96M in Q4 2019.
3,348 funds tracked by Wall St. Rank held Apple as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.