AG
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Aperio Group’s Apple Hospitality REIT APLE Stock Holding History

Aperio Group’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$4.9M Sell
379,871
-19,643
-5% -$233K 0.01% 842
2020
Q3 		$3.84M Sell
399,514
-128,452
-24% -$1.24M 0.01% 825
2020
Q2 		$5.1M Sell
527,966
-379,639
-42% -$3.61M 0.02% 726
2020
Q1 		$8.32M Sell
907,605
-842,827
-48% -$11.1M 0.04% 478
2019
Q4 		$28.4M Buy
1,750,432
+373,375
+27% +$6.04M 0.1% 214
2019
Q3 		$22.8M Buy
1,377,057
+541,788
+65% +$8.57M 0.09% 257
2019
Q2 		$13.2M Sell
835,269
-14,832
-2% -$240K 0.05% 388
2019
Q1 		$13.9M Sell
850,101
-368,931
-30% -$5.91M 0.06% 354
2018
Q4 		$17.4M Buy
1,219,032
+216,954
+22% +$3.45M 0.09% 263
2018
Q3 		$17.5M Buy
1,002,078
+202,060
+25% +$3.59M 0.08% 290
2018
Q2 		$14.3M Buy
800,018
+126,955
+19% +$2.32M 0.07% 327
2018
Q1 		$11.8M Buy
673,063
+472,808
+236% +$8.66M 0.06% 377
2017
Q4 		$3.93M Buy
200,255
+77,379
+63% +$1.49M 0.02% 722
2017
Q3 		$2.32M Buy
122,876
+60,234
+96% +$1.1M 0.01% 877
2017
Q2 		$1.17M Sell
62,642
-10,114
-14% -$192K 0.01% 1158
2017
Q1 		$1.39M Buy
72,756
+5,578
+8% +$110K 0.01% 1016
2016
Q4 		$1.34M Buy
67,178
+14,455
+27% +$269K 0.01% 982
2016
Q3 		$976K Buy
52,723
+21,368
+68% +$415K 0.01% 1111
2016
Q2 		$589K Buy
+31,355
New +$587K ﹤0.01% 1302

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's APLE Position: Q4 2020 in Review

Aperio Group reduced its Apple Hospitality REIT (APLE) stake by 4.9% in Q4 2020, selling an estimated $233K and leaving 379,871 shares worth $4.9M. The position accounts for 0.01% of the portfolio, ranked #842.

Aperio Group first reported a position in APLE in Q2 2016 and has held it in 19 quarters since. The position peaked at $28.4M in Q4 2019. 247 funds tracked by Wall St. Rank hold APLE as of Q4 2020.

  • Aperio Group held 379,871 shares of Apple Hospitality REIT worth $4.9M as of Q4 2020.
  • Aperio Group sold 19,643 Apple Hospitality REIT shares in Q4 2020, an estimated $233K.
  • Apple Hospitality REIT made up 0.01% of Aperio Group's portfolio in Q4 2020, its #842 holding.
  • Aperio Group first reported a position in Apple Hospitality REIT in Q2 2016 and has held it in 19 quarters since.
  • Aperio Group's Apple Hospitality REIT position peaked at $28.4M in Q4 2019.
  • 247 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.