SEC 13F Intelligence

Investors Financial Group, LLC / AAPL

Investors Financial Group, LLC’s Apple Inc Position

Does Investors Financial Group, LLC own Apple Inc (AAPL)? Not currently — the last reported position was 56.4K shares worth $10M in Q4 2021; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$10M
Q4 2021
Shares
56.4K
% of Portfolio
+4.67%
Quarters Held
9
position exited

Position History AAPL

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $5MQ2 ’20Q3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ2 ’21Q3 ’21: $8MQ4 ’21: $10MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202156.4K$10M+4.67%
Q3 202156.6K$8M+4.23%
Q2 202158.1K$8M+4.27%
Q1 202156.6K$7M+4.05%
Q4 202055.4K$7M+4.85%
Q3 202054.4K$6M+4.71%
Q2 202013.6K$5M+4.07%
Q1 202013.0K$3M+3.35%
Q4 201912.9K$4M+3.08%

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