Bartlett & Co’s Appian APPN Stock Holding History

Bartlett & Co’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
2023 Q4	$29K	Hold	750	–	–	﹤0.01%	798
2023 Q3	$34K	Hold	750	–	–	﹤0.01%	723
2023 Q2	$36K	Hold	750	–	–	﹤0.01%	716
2023 Q1	$33K	Hold	750	–	–	﹤0.01%	629
2022 Q4	$24K	Hold	750	–	–	﹤0.01%	685
2022 Q3	$31K	Hold	750	–	–	﹤0.01%	641
2022 Q2	$36K	Hold	750	–	–	﹤0.01%	626
2022 Q1	$46K	Buy	+750	New	+$42.5K	﹤0.01%	591

Other funds holding APPN

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Bartlett & Co's APPN Position: Q4 2023 in Review

Bartlett & Co held its Appian (APPN) position steady in Q4 2023 at 750 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Bartlett & Co first reported a position in APPN in Q1 2022 and has held it in 8 quarters since. The position peaked at $46K in Q1 2022. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Bartlett & Co held 750 shares of Appian worth $29K as of Q4 2023.
Bartlett & Co left its Appian share count unchanged in Q4 2023.
Appian made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #798 holding.
Bartlett & Co first reported a position in Appian in Q1 2022 and has held it in 8 quarters since.
Bartlett & Co's Appian position peaked at $46K in Q1 2022.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.