SEC 13F Intelligence

Kings Point Capital Management / AAPL

Kings Point Capital Management’s Apple Inc Position

Does Kings Point Capital Management own Apple Inc (AAPL)? Yes400.6K shares worth $70M (+6.09% of its 13F portfolio) as of Q1 2022, down from 400.9K shares the prior filed quarter.

Position Value
$70M
Q1 2022
Shares
400.6K
% of Portfolio
+6.09%
Quarters Held
14
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $16MQ2 ’19: $17MQ2 ’19Q3 ’19: $21MQ4 ’19: $30MQ4 ’19Q1 ’20: $26MQ2 ’20: $36MQ2 ’20Q3 ’20: $49MQ4 ’20: $55MQ4 ’20Q1 ’21: $51MQ2 ’21: $57MQ2 ’21Q3 ’21: $59MQ4 ’21: $71MQ4 ’21Q1 ’22: $70Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022400.6K$70M+6.09%
Q4 2021400.9K$71M+5.82%
Q3 2021416.9K$59M+5.25%
Q2 2021414.8K$57M+5.16%
Q1 2021414.2K$51M+4.98%
Q4 2020417.8K$55M+5.91%
Q3 2020423.5K$49M+6.12%
Q2 202099.0K$36M+5.24%
Q1 2020100.8K$26M+4.52%
Q4 2019100.6K$30M+4.36%
Q3 201992.3K$21M+3.50%
Q2 201987.3K$17M+3.15%
Q1 201982.1K$16M+3.10%
Q4 201877.2K$12M+2.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kings Point Capital Management’s full portfolio or all institutional holders of AAPL.