SEC 13F Intelligence

Coe Capital Management, LLC / AAPL

Coe Capital Management, LLC’s Apple Inc Position

Does Coe Capital Management, LLC own Apple Inc (AAPL)? Yes — 21.0K shares worth $3M (+2.71% of its 13F portfolio) as of Q2 2021, down from 28.3K shares the prior filed quarter.

Position Value
$3M
Q2 2021
Shares
21.0K
% of Portfolio
+2.71%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $238,000Q4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ4 ’20Q2 ’21: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202121.0K$3M+2.71%
Q4 202028.3K$4M+4.11%
Q3 202026.8K$3M+4.17%
Q2 20206.2K$2M+3.38%
Q1 20206.0K$2M+2.53%
Q4 20197.7K$2M+2.87%
Q3 20198.8K$2M+2.17%
Q2 20199.8K$2M+2.14%
Q1 201910.0K$2M+2.21%
Q4 20181.5K$238,000+0.29%

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