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
2025 Q1	–	Sell	-12,300	Closed	-$3.08M	–	28
2024 Q4	$3.08M	Buy	+12,300	New	+$2.9M	3.27%	7
2024 Q2	–	Sell	-45,000	Closed	-$7.72M	–	58
2024 Q1	$7.72M	Buy	45,000 +5,000	+13%	+$909K	2.3%	8
2023 Q4	$7.7M	Sell	40,000 -45,000	-53%	-$8.31M	1.84%	9
2023 Q3	$14.6M	Buy	85,000 +75,000	+750%	+$13.8M	1.86%	10
2023 Q2	$1.94M	Sell	10,000 -25,000	-71%	-$4.36M	0.34%	29
2023 Q1	$5.77M	Buy	35,000 +2,500	+8%	+$369K	1.24%	12
2022 Q4	$4.22M	Buy	32,500 +7,500	+30%	+$1.07M	2.06%	13
2022 Q3	$3.46M	Buy	+25,000	New	+$3.92M	4.09%	6
2022 Q2	–	Sell	-7,000	Closed	-$1.22M	–	33
2022 Q1	$1.22M	Buy	+7,000	New	+$1.18M	1.97%	15
2021 Q1	–	Sell	-7,500	Closed	-$995K	–	32
2020 Q4	$995K	Sell	7,500 -12,500	-63%	-$1.5M	0.51%	29
2020 Q3	$2.32M	Buy	+20,000	New	+$2.18M	1.54%	8
2019 Q3	–	Sell	-20,000	Closed	-$990K	–	118
2019 Q2	$990K	Buy	+20,000	New	+$975K	0.23%	62
2016 Q1	–	Sell	-240,000	Closed	-$6.32M	–	113
2015 Q4	$6.32M	Buy	240,000 +51,600	+27%	+$1.47M	0.77%	21
2015 Q3	$5.2M	Buy	+188,400	New	+$5.53M	0.86%	17
2015 Q1	–	Sell	-660,000	Closed	-$18.2M	–	112
2014 Q4	$18.2M	Buy	+660,000	New	+$18M	3.25%	7

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.