Echo Street Capital Management’s Apple AAPL Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-993,680	Closed	-$170M	–	5
2023 Q3	$170M	Sell	993,680 -43,870	-4%	-$8.05M	1.58%	22
2023 Q2	$201M	Buy	1,037,550 +461,441	+80%	+$80.4M	1.72%	18
2023 Q1	$95M	Buy	576,109 +567,229	+6,388%	+$83.7M	0.86%	50
2022 Q4	$1.15M	Buy	+8,880	New	+$1.27M	0.01%	142
2021 Q3	–	Sell	-1,861	Closed	-$255K	–	617
2021 Q2	$255K	Sell	1,861 -4,099	-69%	-$531K	﹤0.01%	511
2021 Q1	$728K	Buy	5,960 +420	+8%	+$53.9K	0.01%	222
2020 Q4	$735K	Buy	+5,540	New	+$666K	0.01%	208
2020 Q3	–	Sell	-2,332	Closed	-$213K	–	113
2020 Q2	$213K	Buy	+2,332	New	+$181K	﹤0.01%	418

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Echo Street Capital Management's AAPL Position: Q4 2023 in Review

Echo Street Capital Management sold out of Apple (AAPL) in Q4 2023, closing a stake of 993,680 shares — an estimated $170M sold.

Echo Street Capital Management first reported a position in AAPL in Q2 2020 and held it in 8 quarters. The position peaked at $201M in Q2 2023. 4,966 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

Echo Street Capital Management reported no remaining Apple position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 993,680 Apple shares in Q4 2023, an estimated $170M.
Echo Street Capital Management first reported a position in Apple in Q2 2020 and held it in 8 quarters.
Echo Street Capital Management's Apple position peaked at $201M in Q2 2023.
4,966 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.