Portfolio changes · featured 13Fs
Activity
Moves in AAPL across featured managers — New / Exit / Add / Reduce.
AAPL · reduce · all sizes
8 shown8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| AAPL | Reduce | Muhlenkamp & Co. | +1.03 pp | −0.7% sh | Q1→Q2 |
| 14 Aug 4 | |||||
| AAPL | Reduce | Duan Yongping - H&H International Investment | +4.33 pp | −6.4% sh | Q1→Q2 |
| AAPL | Reduce | David Rolfe - Wedgewood Partners | +0.72 pp | −3.3% sh | Q1→Q2 |
| AAPL | Reduce | Mairs & Power | −0.11 pp | −5.8% sh | Q1→Q2 |
| AAPL | Reduce | Francois Rochon - Giverny Capital | −0.01 pp | −13.6% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| AAPL | Reduce | Francis Chou - Chou Associates Management | +0.03 pp | −9.1% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| AAPL | Reduce | Jensen Investment Management | −1.95 pp | −46.1% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| AAPL | Reduce | Polen Capital Management | 0.00 pp | −28.6% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home