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Berkeley Inc’s Apple Hospitality REIT APLE Stock Holding History

Berkeley Inc’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
2022
Q2 		– Sell
-14,884
Closed -$267K – 85
2022
Q1 		$267K Sell
14,884
-975
-6% -$16.7K 0.19% 79
2021
Q4 		$256K Buy
15,859
+4
+0% +$63 0.17% 81
2021
Q3 		$249K Sell
15,855
-696
-4% -$10.4K 0.18% 75
2021
Q2 		$253K Buy
16,551
+5
+0% +$78 0.18% 73
2021
Q1 		$241K Hold
16,546
– – 0.18% 73
2020
Q4 		$214K Buy
+16,546
New +$196K 0.17% 75

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkeley Inc's APLE Position: Q2 2022 in Review

Berkeley Inc sold out of Apple Hospitality REIT (APLE) in Q2 2022, closing a stake of 14,884 shares — an estimated $267K sold.

Berkeley Inc first reported a position in APLE in Q4 2020 and held it in 6 quarters. The position peaked at $267K in Q1 2022. 273 funds tracked by Wall St. Rank hold APLE as of Q2 2022.

  • Berkeley Inc reported no remaining Apple Hospitality REIT position as of Q2 2022 after selling out during the quarter.
  • Berkeley Inc sold 14,884 Apple Hospitality REIT shares in Q2 2022, an estimated $267K.
  • Berkeley Inc first reported a position in Apple Hospitality REIT in Q4 2020 and held it in 6 quarters.
  • Berkeley Inc's Apple Hospitality REIT position peaked at $267K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2022.

Based on Berkeley Inc's 13F filing for Q2 2022, filed 4 Mar 2025.