Aperio Group’s Appian APPN Stock Holding History

Aperio Group’s Portfolio APPN Stock Details APPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$625K	Buy	+3,858	New	+$432K	﹤0.01%	1851
2019 Q3	–	Sell	-200	Closed	-$7K	–	2329
2019 Q2	$7K	Buy	+200	New	+$6.84K	﹤0.01%	2820

Other funds holding APPN

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Aperio Group's APPN Position: Q4 2020 in Review

Aperio Group opened a new position in Appian (APPN) in Q4 2020: 3,858 shares worth $625K. The stake represents ﹤0.01% of the portfolio and ranks #1851 among its holdings. This is a return to the name: Aperio Group previously reported a position in APPN as recently as Q2 2019.

Aperio Group first reported a position in APPN in Q2 2019 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold APPN as of Q4 2020.

Aperio Group held 3,858 shares of Appian worth $625K as of Q4 2020.
Appian was a new Aperio Group position in Q4 2020.
Appian made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1851 holding.
Aperio Group first reported a position in Appian in Q2 2019 and has held it in 2 quarters since.
301 funds tracked by Wall St. Rank held Appian as of Q4 2020.

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