Lakewood Capital Management’s Apple AAPL Stock Holding History

Lakewood 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
2022 Q3	–	Sell	-10,000	Closed	-$1.37M	–	39
2022 Q2	$1.37M	Hold	10,000	–	–	0.08%	39
2022 Q1	$1.75M	Buy	+10,000	New	+$1.68M	0.09%	49

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Lakewood Capital Management's AAPL Position: Q1 2014 in Review

Lakewood Capital Management sold out of Apple (AAPL) in Q1 2014, closing a stake of 432,600 shares — an estimated $8.67M sold.

Lakewood Capital Management first reported a position in AAPL in Q2 2013 and held it in 3 quarters. The position peaked at $8.67M in Q4 2013. 2,051 funds tracked by Wall St. Rank hold AAPL as of Q1 2014.

Lakewood Capital Management reported no remaining Apple position as of Q1 2014 after selling out during the quarter.
Lakewood Capital Management sold 432,600 Apple shares in Q1 2014, an estimated $8.67M.
Lakewood Capital Management first reported a position in Apple in Q2 2013 and held it in 3 quarters.
Lakewood Capital Management's Apple position peaked at $8.67M in Q4 2013.
2,051 funds tracked by Wall St. Rank held Apple as of Q1 2014.

Based on Lakewood Capital Management's 13F filing for Q1 2014, filed 15 May 2014.