Berman Capital Advisors’s Apple Hospitality REIT APLE Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Sell	79 -95	-55%	-$1.42K	﹤0.01%	1798
2021 Q2	$2K	Buy	174 +95	+120%	+$1.48K	﹤0.01%	1552
2021 Q1	$1K	Hold	79	–	–	﹤0.01%	1591
2020 Q4	$1K	Sell	79 -20,000	-100%	-$237K	﹤0.01%	1490
2020 Q3	$192K	Sell	20,079 -140	-0.7%	-$1.35K	0.05%	150
2020 Q2	$195K	Buy	20,219 +140	+0.7%	+$1.33K	0.05%	146
2020 Q1	$183K	Buy	20,079 +79	+0.4%	+$1.04K	0.06%	129
2019 Q4	$325K	Hold	20,000	–	–	0.09%	100
2019 Q3	$331K	Hold	20,000	–	–	0.1%	88
2019 Q2	$317K	Buy	+20,000	New	+$324K	0.1%	98

Other funds holding APLE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Berman Capital Advisors's APLE Position: Q3 2021 in Review

Berman Capital Advisors reduced its Apple Hospitality REIT (APLE) stake by 55% in Q3 2021, selling an estimated $1.42K and leaving 79 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Berman Capital Advisors first reported a position in APLE in Q2 2019 and has held it in 10 quarters since. The position peaked at $331K in Q3 2019. 241 funds tracked by Wall St. Rank hold APLE as of Q3 2021.

Berman Capital Advisors held 79 shares of Apple Hospitality REIT worth $1K as of Q3 2021.
Berman Capital Advisors sold 95 Apple Hospitality REIT shares in Q3 2021, an estimated $1.42K.
Apple Hospitality REIT made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1798 holding.
Berman Capital Advisors first reported a position in Apple Hospitality REIT in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Apple Hospitality REIT position peaked at $331K in Q3 2019.
241 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.