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Baker Avenue Asset Management’s Apple Hospitality REIT APLE Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-29
Closed -$445 – 434
2023
Q3 		$445 Sell
29
-23
-44% -$352 ﹤0.01% 1502
2023
Q2 		$786 Sell
52
-4
-7% -$61 ﹤0.01% 1254
2023
Q1 		$869 Hold
56
– – ﹤0.01% 1232
2022
Q4 		$884 Buy
+56
New +$903 ﹤0.01% 1135

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baker Avenue Asset Management's APLE Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Apple Hospitality REIT (APLE) in Q4 2023, closing a stake of 29 shares — an estimated $445 sold.

Baker Avenue Asset Management first reported a position in APLE in Q4 2022 and held it in 4 quarters. The position peaked at $884 in Q4 2022. 315 funds tracked by Wall St. Rank hold APLE as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Apple Hospitality REIT position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 29 Apple Hospitality REIT shares in Q4 2023, an estimated $445.
  • Baker Avenue Asset Management first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Apple Hospitality REIT position peaked at $884 in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.