Cowen and Company’s Apple AAPL Stock Holding History

Cowen and Company’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	-523,959	Closed	-$122M	–	2
2024 Q3	$122M	Sell	523,959 -820,528	-61%	-$183M	4.11%	7
2024 Q2	$283M	Buy	1,344,487 +1,114,519	+485%	+$208M	7.79%	4
2024 Q1	$39.4M	Buy	229,968 +196,456	+586%	+$35.7M	1.53%	10
2023 Q4	$6.45M	Sell	33,512 -17,918	-35%	-$3.31M	0.42%	38
2023 Q3	$8.81M	Buy	51,430 +19,725	+62%	+$3.62M	0.62%	39
2023 Q2	$6.15M	Buy	31,705 +14,852	+88%	+$2.59M	0.51%	48
2023 Q1	$2.78M	Buy	16,853 +8,607	+104%	+$1.27M	0.33%	49
2022 Q4	$1.07M	Buy	8,246 +1,369	+20%	+$196K	0.11%	90
2022 Q3	$950K	Buy	6,877 +1,377	+25%	+$216K	0.09%	85
2022 Q2	$752K	Buy	+5,500	New	+$833K	0.07%	114
2022 Q1	–	Sell	-16,752	Closed	-$2.97M	–	593
2021 Q4	$2.97M	Buy	+16,752	New	+$2.65M	0.27%	78
2020 Q1	–	Sell	-2,148,000	Closed	-$158M	–	405
2019 Q4	$158M	Buy	+2,148,000	New	+$138M	13.7%	2

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

Cowen and Company's AAPL Position: Q4 2024 in Review

Cowen and Company sold out of Apple (AAPL) in Q4 2024, closing a stake of 523,959 shares — an estimated $122M sold.

Cowen and Company first reported a position in AAPL in Q4 2019 and held it in 12 quarters. The position peaked at $283M in Q2 2024. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Cowen and Company reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
Cowen and Company sold 523,959 Apple shares in Q4 2024, an estimated $122M.
Cowen and Company first reported a position in Apple in Q4 2019 and held it in 12 quarters.
Cowen and Company's Apple position peaked at $283M in Q2 2024.
5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Cowen and Company's 13F filing for Q4 2024.