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Balasa Dinverno & Foltz’s Apple Hospitality REIT APLE Stock Holding History

Balasa Dinverno & Foltz’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
Q1 		– Sell
-12,306
Closed -$200K – 251
2019
Q4 		$200K Buy
+12,306
New +$199K 0.02% 258

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Balasa Dinverno & Foltz's APLE Position: Q1 2020 in Review

Balasa Dinverno & Foltz sold out of Apple Hospitality REIT (APLE) in Q1 2020, closing a stake of 12,306 shares — an estimated $200K sold.

Balasa Dinverno & Foltz first reported a position in APLE in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 256 funds tracked by Wall St. Rank hold APLE as of Q1 2020.

  • Balasa Dinverno & Foltz reported no remaining Apple Hospitality REIT position as of Q1 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 12,306 Apple Hospitality REIT shares in Q1 2020, an estimated $200K.
  • Balasa Dinverno & Foltz first reported a position in Apple Hospitality REIT in Q4 2019 and held it in 1 quarter.
  • Balasa Dinverno & Foltz's Apple Hospitality REIT position peaked at $200K in Q4 2019.
  • 256 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2020, filed 30 Apr 2020.