Atreides Management’s Apple AAPL Stock Holding History

Atreides Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-424,965	Closed	-$99M	–	46
2024 Q3	$99M	Buy	424,965 +97,882	+30%	+$21.9M	2.52%	14
2024 Q2	$68.9M	Buy	+327,083	New	+$61M	2.25%	19

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atreides Management's AAPL Position: Q4 2024 in Review

Atreides Management sold out of Apple (AAPL) in Q4 2024, closing a stake of 424,965 shares — an estimated $99M sold.

Atreides Management first reported a position in AAPL in Q2 2024 and held it in 2 quarters. The position peaked at $99M in Q3 2024. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Atreides Management reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
Atreides Management sold 424,965 Apple shares in Q4 2024, an estimated $99M.
Atreides Management first reported a position in Apple in Q2 2024 and held it in 2 quarters.
Atreides Management's Apple position peaked at $99M in Q3 2024.
5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Atreides Management's 13F filing for Q4 2024, filed 14 Feb 2025.