First Dallas Securities’s Applovin APP Stock Holding History

First Dallas Securities’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100,000	Closed	-$4M	–	128
2023 Q3	$4M	Buy	+100,000	New	+$3.55M	0.92%	39

Other funds holding APP

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

NetEase Inc Hangzhou, China $765M AUM 24.08% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Dallas Securities's APP Position: Q4 2023 in Review

First Dallas Securities sold out of Applovin (APP) in Q4 2023, closing a stake of 100,000 shares — an estimated $4M sold.

First Dallas Securities first reported a position in APP in Q3 2023 and held it in 1 quarter. The position peaked at $4M in Q3 2023. 367 funds tracked by Wall St. Rank hold APP as of Q4 2023.

First Dallas Securities reported no remaining Applovin position as of Q4 2023 after selling out during the quarter.
First Dallas Securities sold 100,000 Applovin shares in Q4 2023, an estimated $4M.
First Dallas Securities first reported a position in Applovin in Q3 2023 and held it in 1 quarter.
First Dallas Securities's Applovin position peaked at $4M in Q3 2023.
367 funds tracked by Wall St. Rank held Applovin as of Q4 2023.

Based on First Dallas Securities's 13F filing for Q4 2023, filed 13 Feb 2024.