SEC 13F Intelligence

Berman Capital Advisors, LLC / AAPL

Berman Capital Advisors, LLC’s Apple Inc Position

Does Berman Capital Advisors, LLC own Apple Inc (AAPL)? Yes — 103.5K shares worth $15M (+2.30% of its 13F portfolio) as of Q3 2021, up from 96.7K shares the prior filed quarter.

Position Value
$15M
Q3 2021
Shares
103.5K
% of Portfolio
+2.30%
Quarters Held
12
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $4MQ2 ’19Q3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ2 ’20Q3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $10MQ2 ’21: $13MQ2 ’21Q3 ’21: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021103.5K$15M+2.30%
Q2 202196.7K$13M+2.11%
Q1 202184.4K$10M+2.16%
Q4 202050.8K$7M+1.61%
Q3 202062.3K$7M+2.05%
Q2 202015.2K$6M+1.45%
Q1 202021.4K$5M+1.75%
Q4 201920.6K$6M+1.74%
Q3 201920.8K$5M+1.45%
Q2 201921.3K$4M+1.34%
Q1 201912.9K$2M+0.82%
Q4 201815.6K$2M+0.97%

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