EPIQ Capital Group’s Meta Platforms (Facebook) META Stock Holding History

EPIQ Capital Group’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$20.3M	Sell	34,668 -7,115	-17%	-$4.18M	5.29%	6
2024 Q3	$23.9M	Buy	41,783 +38,601	+1,213%	+$19.9M	6.88%	5
2024 Q2	$1.6M	Buy	3,182 +212	+7%	+$103K	0.56%	22
2024 Q1	$1.44M	Buy	2,970 +290	+11%	+$129K	0.57%	20
2023 Q4	$949K	Sell	2,680 -94	-3%	-$30.6K	0.43%	19
2023 Q3	$833K	Buy	+2,774	New	+$836K	0.43%	21
2022 Q2	–	Sell	-1,124	Closed	-$250K	–	46
2022 Q1	$250K	Hold	1,124	–	–	0.07%	46
2021 Q4	$378K	Buy	1,124 +4	+0.4%	+$1.33K	0.07%	45
2021 Q3	$380K	Hold	1,120	–	–	0.04%	46
2021 Q2	$389K	Hold	1,120	–	–	0.04%	39
2021 Q1	$330K	Hold	1,120	–	–	0.04%	39
2020 Q4	$306K	Hold	1,120	–	–	0.05%	40
2020 Q3	$293K	Hold	1,120	–	–	0.04%	36
2020 Q2	$254K	Buy	+1,120	New	+$234K	0.04%	37
2020 Q1	–	Sell	-1,120	Closed	-$230K	–	43
2019 Q4	$230K	Buy	+1,120	New	+$217K	0.06%	41

Other funds holding META

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPIQ Capital Group's META Position: Q4 2024 in Review

EPIQ Capital Group reduced its Meta Platforms (Facebook) (META) stake by 17% in Q4 2024, selling an estimated $4.18M and leaving 34,668 shares worth $20.3M. The position accounts for 5.29% of the portfolio, ranked #6.

EPIQ Capital Group first reported a position in META in Q4 2019 and has held it in 15 quarters since. The position peaked at $23.9M in Q3 2024. 4,650 funds tracked by Wall St. Rank hold META as of Q4 2024.

EPIQ Capital Group held 34,668 shares of Meta Platforms (Facebook) worth $20.3M as of Q4 2024.
EPIQ Capital Group sold 7,115 Meta Platforms (Facebook) shares in Q4 2024, an estimated $4.18M.
Meta Platforms (Facebook) made up 5.29% of EPIQ Capital Group's portfolio in Q4 2024, its #6 holding.
EPIQ Capital Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 15 quarters since.
EPIQ Capital Group's Meta Platforms (Facebook) position peaked at $23.9M in Q3 2024.
4,650 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.