Yorktown Management & Research Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,650
| Closed | -$233K | – | 248 |
|
|
2021
Q3 | $233K | Hold |
1,650
| – | – | 0.18% | 237 |
|
|
2021
Q2 | $226K | Hold |
1,650
| – | – | 0.18% | 238 |
|
|
2021
Q1 | $202K | Sell |
1,650
-1,850
| -53% | -$237K | 0.17% | 246 |
|
|
2020
Q4 | $464K | Sell |
3,500
-300
| -8% | -$36.1K | 0.42% | 93 |
|
|
2020
Q3 | $440K | Hold |
3,800
| – | – | 0.41% | 73 |
|
|
2020
Q2 | $347K | Hold |
3,800
| – | – | 0.31% | 106 |
|
|
2020
Q1 | $242K | Sell |
3,800
-1,800
| -32% | -$132K | 0.24% | 171 |
|
|
2019
Q4 | $411K | Hold |
5,600
| – | – | 0.22% | 143 |
|
|
2019
Q3 | $314K | Hold |
5,600
| – | – | 0.17% | 162 |
|
|
2019
Q2 | $277K | Hold |
5,600
| – | – | 0.1% | 243 |
|
|
2019
Q1 | $266K | Sell |
5,600
-34,800
| -86% | -$1.48M | 0.09% | 271 |
|
|
2018
Q4 | $1.59M | Hold |
40,400
| – | – | 0.53% | 47 |
|
|
2018
Q3 | $2.28M | Sell |
40,400
-2,000
| -5% | -$104K | 0.67% | 32 |
|
|
2018
Q2 | $1.96M | Hold |
42,400
| – | – | 0.57% | 40 |
|
|
2018
Q1 | $1.78M | Hold |
42,400
| – | – | 0.53% | 42 |
|
|
2017
Q4 | $1.79M | Hold |
42,400
| – | – | 0.52% | 42 |
|
|
2017
Q3 | $1.63M | Sell |
42,400
-2,400
| -5% | -$93.1K | 0.43% | 37 |
|
|
2017
Q2 | $1.61M | Hold |
44,800
| – | – | 0.51% | 32 |
|
|
2017
Q1 | $1.61M | Hold |
44,800
| – | – | 0.42% | 44 |
|
|
2016
Q4 | $1.3M | Buy |
44,800
+34,800
| +348% | +$987K | 0.33% | 56 |
|
|
2016
Q3 | $283K | Hold |
10,000
| – | – | 0.06% | 182 |
|
|
2016
Q2 | $239K | Hold |
10,000
| – | – | 0.05% | 236 |
|
|
2016
Q1 | $272K | Sell |
10,000
-80,000
| -89% | -$1.99M | 0.05% | 250 |
|
|
2015
Q4 | $2.37M | Hold |
90,000
| – | – | 0.42% | 71 |
|
|
2015
Q3 | $2.48M | Buy |
90,000
+80,000
| +800% | +$2.35M | 0.41% | 75 |
|
|
2015
Q2 | $314K | Hold |
10,000
| – | – | 0.06% | 218 |
|
|
2015
Q1 | $311K | Hold |
10,000
| – | – | 0.06% | 201 |
|
|
2014
Q4 | $276K | Hold |
10,000
| – | – | 0.06% | 206 |
|
|
2014
Q3 | $252K | Sell |
10,000
-4,000
| -29% | -$98.2K | 0.05% | 265 |
|
|
2014
Q2 | $325K | Hold |
14,000
| – | – | 0.06% | 163 |
|
|
2014
Q1 | $268K | Hold |
14,000
| – | – | 0.05% | 267 |
|
|
2013
Q4 | $281K | Hold |
14,000
| – | – | 0.06% | 224 |
|
|
2013
Q3 | $238K | Buy |
+14,000
| New | +$232K | 0.05% | 261 |
|
Other funds holding AAPL
Yorktown Management & Research Company's AAPL Position: Q4 2021 in Review
Yorktown Management & Research Company sold out of Apple (AAPL) in Q4 2021, closing a stake of 1,650 shares — an estimated $233K sold.
Yorktown Management & Research Company first reported a position in AAPL in Q3 2013 and held it in 33 quarters. The position peaked at $2.48M in Q3 2015. 4,389 funds tracked by Wall St. Rank hold AAPL as of Q4 2021.
- Yorktown Management & Research Company reported no remaining Apple position as of Q4 2021 after selling out during the quarter.
- Yorktown Management & Research Company sold 1,650 Apple shares in Q4 2021, an estimated $233K.
- Yorktown Management & Research Company first reported a position in Apple in Q3 2013 and held it in 33 quarters.
- Yorktown Management & Research Company's Apple position peaked at $2.48M in Q3 2015.
- 4,389 funds tracked by Wall St. Rank held Apple as of Q4 2021.
Based on Yorktown Management & Research Company's 13F filing for Q4 2021, filed 9 Feb 2022.