Symmetry Peak Management’s Apple AAPL Stock Holding History

Symmetry Peak 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
2019 Q4	–	Sell	-17,000	Closed	-$952K	–	148
2019 Q3	$952K	Buy	+17,000	New	+$889K	0.45%	47
2018 Q4	–	Sell	-10,000	Closed	-$485K	–	56
2018 Q3	$564K	Buy	+10,000	New	+$521K	0.2%	89
2018 Q1	–	Sell	-70,000	Closed	-$3.01M	–	59
2017 Q4	$2.96M	Buy	70,000 +30,000	+75%	+$1.25M	2.34%	14
2017 Q3	$1.54M	Buy	+40,000	New	+$1.55M	0.18%	58
2017 Q1	–	Sell	-40,000	Closed	-$1.32M	–	129
2016 Q4	$1.16M	Buy	+40,000	New	+$1.13M	0.4%	46
2016 Q2	–	Sell	-50,000	Closed	-$1.36M	–	90
2016 Q1	$1.36M	Buy	+50,000	New	+$1.25M	0.22%	62
2015 Q3	–	Sell	-20,000	Closed	-$587K	–	65
2015 Q2	$627K	Buy	20,000 +13,600	+213%	+$435K	0.08%	92
2015 Q1	$199K	Buy	+6,400	New	+$193K	0.03%	105
2014 Q4	–	Sell	-210,000	Closed	-$5.71M	–	134
2014 Q3	$5.29M	Buy	+210,000	New	+$5.15M	0.67%	25
2014 Q1	–	Sell	-70,000	Closed	-$1.4M	–	39
2013 Q4	$1.4M	Sell	70,000 -140,000	-67%	-$2.64M	0.53%	33
2013 Q3	$3.58M	Buy	+210,000	New	+$3.48M	0.65%	33

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

Symmetry Peak Management's AAPL Position: Q4 2019 in Review

Symmetry Peak Management sold out of Apple (AAPL) in Q4 2019, closing a stake of 17,000 shares — an estimated $952K sold.

Symmetry Peak Management first reported a position in AAPL in Q3 2013 and held it in 11 quarters. The position peaked at $5.29M in Q3 2014. 3,363 funds tracked by Wall St. Rank hold AAPL as of Q4 2019.

Symmetry Peak Management reported no remaining Apple position as of Q4 2019 after selling out during the quarter.
Symmetry Peak Management sold 17,000 Apple shares in Q4 2019, an estimated $952K.
Symmetry Peak Management first reported a position in Apple in Q3 2013 and held it in 11 quarters.
Symmetry Peak Management's Apple position peaked at $5.29M in Q3 2014.
3,363 funds tracked by Wall St. Rank held Apple as of Q4 2019.

Based on Symmetry Peak Management's 13F filing for Q4 2019, filed 14 Feb 2020.