Invenomic Capital Management’s Apple AAPL Stock Holding History

Invenomic 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	-500,000	Closed	-$85.6M	–	173
2023 Q3	$85.6M	Buy	+500,000	New	+$91.7M	3.6%	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

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

Invenomic Capital Management's AAPL Position: Q4 2023 in Review

Invenomic Capital Management sold out of Apple (AAPL) in Q4 2023, closing a stake of 500,000 shares — an estimated $85.6M sold.

Invenomic Capital Management first reported a position in AAPL in Q3 2023 and held it in 1 quarter. The position peaked at $85.6M in Q3 2023. 4,966 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

Invenomic Capital Management reported no remaining Apple position as of Q4 2023 after selling out during the quarter.
Invenomic Capital Management sold 500,000 Apple shares in Q4 2023, an estimated $85.6M.
Invenomic Capital Management first reported a position in Apple in Q3 2023 and held it in 1 quarter.
Invenomic Capital Management's Apple position peaked at $85.6M in Q3 2023.
4,966 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Invenomic Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.