SurgoCap Partners’s Apple AAPL Stock Holding History

SurgoCap Partners’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
2024 Q4	–	Sell	-711,707	Closed	-$166M	–	13
2024 Q3	$166M	Buy	711,707 +234,529	+49%	+$52.4M	8.28%	5
2024 Q2	$101M	Buy	+477,178	New	+$89M	5.88%	10

Other funds holding AAPL

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SurgoCap Partners's AAPL Position: Q4 2024 in Review

SurgoCap Partners sold out of Apple (AAPL) in Q4 2024, closing a stake of 711,707 shares — an estimated $166M sold.

SurgoCap Partners first reported a position in AAPL in Q2 2024 and held it in 2 quarters. The position peaked at $166M in Q3 2024. 5,661 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

SurgoCap Partners reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
SurgoCap Partners sold 711,707 Apple shares in Q4 2024, an estimated $166M.
SurgoCap Partners first reported a position in Apple in Q2 2024 and held it in 2 quarters.
SurgoCap Partners's Apple position peaked at $166M in Q3 2024.
5,661 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on SurgoCap Partners's 13F filing for Q4 2024, filed 14 Feb 2025.