SIM
AAPL icon

SRS Investment Management’s Apple AAPL Stock Holding History

SRS Investment 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
Q4 		– Sell
-20,000
Closed -$2.76M – 22
2022
Q3 		$2.76M Buy
+20,000
New +$3.14M 0.05% 21
2018
Q4 		– Sell
-5,000,000
Closed -$282M – 23
2018
Q3 		$282M Buy
+5,000,000
New +$260M 5.82% 6

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SRS Investment Management's AAPL Position: Q4 2016 in Review

SRS Investment Management sold out of Apple (AAPL) in Q4 2016, closing a stake of 5,476,036 shares — an estimated $155M sold.

SRS Investment Management first reported a position in AAPL in Q1 2016 and held it in 3 quarters. The position peaked at $196M in Q2 2016. 2,461 funds tracked by Wall St. Rank hold AAPL as of Q4 2016.

  • SRS Investment Management reported no remaining Apple position as of Q4 2016 after selling out during the quarter.
  • SRS Investment Management sold 5,476,036 Apple shares in Q4 2016, an estimated $155M.
  • SRS Investment Management first reported a position in Apple in Q1 2016 and held it in 3 quarters.
  • SRS Investment Management's Apple position peaked at $196M in Q2 2016.
  • 2,461 funds tracked by Wall St. Rank held Apple as of Q4 2016.

Based on SRS Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.