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
2026 Q1	–	Sell	-1,000	Closed	-$272K	–	91
2025 Q4	$272K	Buy	+1,000	New	+$268K	0.07%	44
2024 Q4	–	Sell	-3,500	Closed	-$816K	–	33
2024 Q3	$816K	Buy	+3,500	New	+$782K	0.37%	21
2019 Q4	–	Sell	-20,000	Closed	-$1.12M	–	147
2019 Q3	$1.12M	Buy	+20,000	New	+$1.05M	0.52%	40
2019 Q1	–	Sell	-20,000	Closed	-$789K	–	174
2018 Q4	$789K	Hold	20,000	–	–	0.49%	27
2018 Q3	$1.13M	Buy	+20,000	New	+$1.04M	0.4%	50
2018 Q2	–	Sell	-160,000	Closed	-$6.71M	–	117
2018 Q1	$6.71M	Buy	160,000 +60,000	+60%	+$2.58M	1.88%	11
2017 Q4	$4.23M	Sell	100,000 -40,000	-29%	-$1.67M	3.34%	8
2017 Q3	$5.39M	Buy	140,000 +40,000	+40%	+$1.55M	0.62%	20
2017 Q2	$3.6M	Sell	100,000 -80,000	-44%	-$2.96M	0.45%	34
2017 Q1	$6.46M	Sell	180,000 -220,000	-55%	-$7.24M	0.96%	14
2016 Q4	$11.6M	Sell	400,000 -180,000	-31%	-$5.1M	4%	6
2016 Q3	$16.4M	Buy	+580,000	New	+$15.4M	1.75%	12
2016 Q2	–	Sell	-80,000	Closed	-$2.18M	–	89
2016 Q1	$2.18M	Buy	+80,000	New	+$1.99M	0.35%	43
2015 Q4	–	Sell	-260,000	Closed	-$7.17M	–	120
2015 Q3	$7.17M	Buy	260,000 +100,000	+63%	+$2.93M	1.19%	13
2015 Q2	$5.02M	Sell	160,000 -200,000	-56%	-$6.4M	0.67%	29
2015 Q1	$11.2M	Buy	+360,000	New	+$10.9M	1.51%	14
2014 Q4	–	Sell	-120,000	Closed	-$3.02M	–	133
2014 Q3	$3.02M	Buy	+120,000	New	+$2.95M	0.38%	37
2014 Q1	–	Sell	-700,000	Closed	-$14M	–	38
2013 Q4	$14M	Buy	700,000 +420,000	+150%	+$7.93M	5.3%	4
2013 Q3	$4.77M	Buy	+280,000	New	+$4.64M	0.87%	20

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 3,361 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.
3,361 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.