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User

Daniel Loeb

Third Point

Daniel Loeb Apple Inc stake

total: 588

Third Point AAPL trades

Total transactions:
8
New positions:
3
Sold out:
3
Reduced:
2
Held since:
2024 Q2
Held for:
2 quarters
Latest activity:
2024 Q4
According to 2026 Q2 report, Daniel Loeb doesn't hold any Apple Inc (AAPL) shares. To date, the estimated cost basis is nearly $210.62 for "buy" trades and estimated average "sell" price is $233. Third Point first purchased AAPL in 2013 Q4, initially acquiring about 2.80M shares. Daniel Loeb later completely sold out the position and invested in Apple Inc again in 2024 Q2. Since the initial investment in Apple Inc (AAPL), Third Point has made 7 more transactions.

When did Daniel Loeb sell Apple Inc (AAPL)?

Daniel Loeb sold off the entire Apple Inc (AAPL) position in 2024 Q4.

When did Daniel Loeb buy Apple Inc (AAPL)?

Daniel Loeb first invested in Apple Inc (AAPL) in 2013 Q4 at the reported quarter-end price of $20.04 per share.

What's the cost basis of Third Point's AAPL stake?

The estimated cost basis for Apple Inc (AAPL) stake is around $210.62 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$210.62
Weighted AVG sell price:
$233.00

Daniel Loeb's historical trades in Apple Inc

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q4
0.00%
0
$233.00
-100% (-930,000)
-2.92%
2024 Q3
2.92%
930,000
$233.00
$216,690,000
-52.31% (-1,020,000)
-2.72%
2024 Q2
4.70%
1,950,000
$210.62
$410,709,000
new
+4.7%
2017 Q1
0.00%
$28.96
-100% (-7,400,000)
2016 Q4
2.10%
$28.96
-26.00% (-2,600,000)
2016 Q3
2.46%
$28.26
new
2014 Q1
0.00%
$20.04
-100% (-2,800,000)
2013 Q4
1.06%
$20.04
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.