SEC 13F Intelligence

Rikoon Group, LLC / AAPL

Rikoon Group, LLC’s Apple Inc Position

Does Rikoon Group, LLC own Apple Inc (AAPL)? Yes — 165.1K shares worth $20M (+5.39% of its 13F portfolio) as of Q1 2021, up from 164.3K shares the prior filed quarter.

Position Value
$20M
Q1 2021
Shares
165.1K
% of Portfolio
+5.39%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ2 ’19Q3 ’19: $9MQ4 ’19: $12MQ4 ’19Q1 ’20: $11MQ2 ’20: $15MQ2 ’20Q3 ’20: $19MQ4 ’20: $22MQ4 ’20Q1 ’21: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021165.1K$20M+5.39%
Q4 2020164.3K$22M+6.11%
Q3 2020165.6K$19M+5.95%
Q2 202041.5K$15M+5.05%
Q1 202043.2K$11M+4.55%
Q4 201939.4K$12M+3.98%
Q3 201941.1K$9M+3.41%
Q2 201943.1K$9M+3.17%
Q1 201943.6K$8M+3.08%
Q4 201844.5K$7M+2.91%

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