Cavalry Management Group’s Apple AAPL Stock Holding History

Cavalry Management Group’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
2020 Q4	–	Sell	-144,586	Closed	-$16.7M	–	31
2020 Q3	$16.7M	Sell	144,586 -227,126	-61%	-$24.8M	1.81%	20
2020 Q2	$33.9M	Buy	+371,712	New	+$28.8M	4.4%	8
2017 Q3	–	Sell	-238,744	Closed	-$8.6M	–	22
2017 Q2	$8.6M	Sell	238,744 -554,564	-70%	-$20.5M	3.41%	15
2017 Q1	$28.5M	Buy	793,308 +264,268	+50%	+$8.7M	11.61%	1
2016 Q4	$15.3M	Buy	529,040 +431,440	+442%	+$12.2M	10.12%	1
2016 Q3	$2.76M	Buy	+97,600	New	+$2.58M	2.3%	18

Other funds holding AAPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cavalry Management Group's AAPL Position: Q4 2020 in Review

Cavalry Management Group sold out of Apple (AAPL) in Q4 2020, closing a stake of 144,586 shares — an estimated $16.7M sold.

Cavalry Management Group first reported a position in AAPL in Q3 2016 and held it in 6 quarters. The position peaked at $33.9M in Q2 2020. 3,850 funds tracked by Wall St. Rank hold AAPL as of Q4 2020.

Cavalry Management Group reported no remaining Apple position as of Q4 2020 after selling out during the quarter.
Cavalry Management Group sold 144,586 Apple shares in Q4 2020, an estimated $16.7M.
Cavalry Management Group first reported a position in Apple in Q3 2016 and held it in 6 quarters.
Cavalry Management Group's Apple position peaked at $33.9M in Q2 2020.
3,850 funds tracked by Wall St. Rank held Apple as of Q4 2020.

Based on Cavalry Management Group's 13F filing for Q4 2020, filed 16 Feb 2021.