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Winslow Evans & Crocker’s Apple AAPL Stock Holding History

Winslow Evans & Crocker’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 		$28.6M Sell
215,752
-7,249
-3% -$872K 5.42% 1
2020
Q3 		$25.8M Sell
223,001
-195
-0.1% -$21.3K 6.39% 1
2020
Q2 		$20.4M Buy
223,196
+2,980
+1% +$231K 5.43% 1
2020
Q1 		$14M Sell
220,216
-1,800
-0.8% -$132K 4.61% 2
2019
Q4 		$16.3M Buy
222,016
+4,128
+2% +$266K 4.15% 1
2019
Q3 		$12.2M Sell
217,888
-552
-0.3% -$28.9K 3.41% 1
2019
Q2 		$10.8M Sell
218,440
-928
-0.4% -$45.2K 3.01% 3
2019
Q1 		$10.4M Buy
219,368
+22,232
+11% +$943K 2.96% 2
2018
Q4 		$7.78M Buy
197,136
+33,368
+20% +$1.62M 2.61% 3
2018
Q3 		$9.24M Sell
163,768
-2,408
-1% -$125K 2.81% 2
2018
Q2 		$7.69M Buy
166,176
+800
+0.5% +$36.3K 2.41% 3
2018
Q1 		$6.94M Buy
165,376
+9,472
+6% +$408K 2.25% 6
2017
Q4 		$6.6M Sell
155,904
-5,120
-3% -$214K 2.12% 5
2017
Q3 		$6.2M Sell
161,024
-47,032
-23% -$1.82M 2.06% 5
2017
Q2 		$7.49M Buy
208,056
+10,232
+5% +$378K 2.05% 5
2017
Q1 		$7.1M Sell
197,824
-23,624
-11% -$778K 2.23% 5
2016
Q4 		$6.41M Sell
221,448
-30,984
-12% -$878K 1.97% 6
2016
Q3 		$7.13M Buy
252,432
+13,720
+6% +$363K 2.04% 6
2016
Q2 		$5.71M Buy
238,712
+12,580
+6% +$313K 1.7% 7
2016
Q1 		$6.16M Buy
226,132
+3,492
+2% +$87K 1.86% 7
2015
Q4 		$5.86M Buy
222,640
+10,576
+5% +$302K 1.68% 7
2015
Q3 		$5.85M Sell
212,064
-30,064
-12% -$882K 1.84% 6
2015
Q2 		$7.59M Buy
242,128
+10,496
+5% +$336K 2.14% 4
2015
Q1 		$7.21M Buy
231,632
+26,664
+13% +$805K 2.04% 4
2014
Q4 		$5.66M Sell
204,968
-2,016
-1% -$54.9K 1.61% 7
2014
Q3 		$5.21M Buy
206,984
+64,340
+45% +$1.58M 1.5% 8
2014
Q2 		$3.31M Buy
142,644
+9,532
+7% +$203K 1.1% 14
2014
Q1 		$2.55M Sell
133,112
-45,360
-25% -$863K 0.88% 26
2013
Q4 		$3.58M Buy
+178,472
New +$3.37M 1.22% 11

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winslow Evans & Crocker's AAPL Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Apple (AAPL) stake by 3.3% in Q4 2020, selling an estimated $872K and leaving 215,752 shares worth $28.6M. The position accounts for 5.42% of the portfolio, ranked #1.

Winslow Evans & Crocker 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.

  • Winslow Evans & Crocker held 215,752 shares of Apple worth $28.6M as of Q4 2020.
  • Winslow Evans & Crocker sold 7,249 Apple shares in Q4 2020, an estimated $872K.
  • Apple made up 5.42% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1 holding.
  • Winslow Evans & Crocker 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 Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.