Waddell & Reed Financial’s Apple AAPL Stock Holding History

Waddell & Reed Financial’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
2017 Q4	–	Sell	-180,000	Closed	-$6.93M	–	527
2017 Q3	$6.93M	Buy	+180,000	New	+$6.98M	0.02%	447
2017 Q1	–	Sell	-140,000	Closed	-$4.05M	–	536
2016 Q4	$4.05M	Buy	+140,000	New	+$3.97M	0.01%	505
2015 Q4	–	Sell	-120,000	Closed	-$3.31M	–	617
2015 Q3	$3.31M	Sell	120,000 -88,800	-43%	-$2.6M	0.01%	541
2015 Q2	$6.55M	Buy	+208,800	New	+$6.68M	0.01%	479

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

Waddell & Reed Financial's AAPL Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Apple (AAPL) stake by 4.6% in Q1 2021, selling an estimated $84.6M and leaving 13,748,591 shares worth $1.68B. The position accounts for 3.45% of the portfolio, ranked #2.

Waddell & Reed Financial first reported a position in AAPL in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.98B in Q3 2020. 3,844 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

Waddell & Reed Financial held 13,748,591 shares of Apple worth $1.68B as of Q1 2021.
Waddell & Reed Financial sold 658,763 Apple shares in Q1 2021, an estimated $84.6M.
Apple made up 3.45% of Waddell & Reed Financial's portfolio in Q1 2021, its #2 holding.
Waddell & Reed Financial first reported a position in Apple in Q2 2013 and has held it in 32 quarters since.
Waddell & Reed Financial's Apple position peaked at $1.98B in Q3 2020.
3,844 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.