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Home FactSet Insight Product Insight Efficient Ideas Are you an Apple stockholder?

Are you an Apple stockholder?


24 Jan 2011

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According to the article "Chances Are, You're an Apple Stockholder" by The Wall Street Journal, few stocks affect the performance of so many retirement portfolios as Apple. 

In recent years, the price of Apple's stock has fluctuated dramatically: at one point losing 66% of its value, at other times it quadrupled in price. Given the volatility of this growth stock, the popularity of Apple in mutual funds as well as hedge funds may come as a surprise to many.

The Wall Street Journal used FactSet data to research the 4,100 mutual funds that hold stock in Apple. As stated in the article, many of these funds holding Apple are making very big bets in the stock: More than 750 funds have invested at least 5% of their entire portfolio in Apple.

Use FactSet to research funds that hold Apple:

  • Within the summary tab of FactSet's mutual fund ownership report, view more than 4,100 mutual funds that hold stock in Apple
  • Sort by the percentage of the portfolio to view the funds that have invested at least 5%
  • Download the results of mutual funds that hold Apple to Excel for a closer look at the data

 

To learn more about FactSet Ownership data visit www.factset.com/data/data/ownership

Interested in contributing your fund data to FactSet? Visit www.factset.com/contribution to learn how.



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