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Carmichael Hill & Associates’s Appian APPN Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		– Sell
-10
Closed -$309 – 779
2024
Q2 		$309 Hold
10
– – ﹤0.01% 755
2024
Q1 		$400 Hold
10
– – ﹤0.01% 744
2023
Q4 		$377 Hold
10
– – ﹤0.01% 768
2023
Q3 		$457 Hold
10
– – ﹤0.01% 760
2023
Q2 		$476 Hold
10
– – ﹤0.01% 759
2023
Q1 		$444 Hold
10
– – ﹤0.01% 755
2022
Q4 		$326 Hold
10
– – ﹤0.01% 758
2022
Q3 		$0 Hold
10
– – ﹤0.01% 807
2022
Q2 		$0 Sell
10
-552
-98% -$27.7K ﹤0.01% 807
2022
Q1 		$35K Hold
562
– – 0.02% 418
2021
Q4 		$37K Sell
562
-25
-4% -$2.08K 0.02% 417
2021
Q3 		$54K Sell
587
-200
-25% -$22.2K 0.03% 338
2021
Q2 		$108K Sell
787
-275
-26% -$31.2K 0.05% 235
2021
Q1 		$141K Sell
1,062
-448
-30% -$79.3K 0.08% 189
2020
Q4 		$245K Buy
1,510
+10
+0.7% +$1.12K 0.14% 126
2020
Q3 		$97K Buy
1,500
+500
+50% +$27.1K 0.06% 217
2020
Q2 		$51K Sell
1,000
-600
-38% -$29.3K 0.04% 274
2020
Q1 		$64K Buy
1,600
+300
+23% +$13.9K 0.06% 227
2019
Q4 		$50K Buy
+1,300
New +$56K 0.04% 281

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Carmichael Hill & Associates's APPN Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of Appian (APPN) in Q3 2024, closing a stake of 10 shares — an estimated $309 sold.

Carmichael Hill & Associates first reported a position in APPN in Q4 2019 and held it in 19 quarters. The position peaked at $245K in Q4 2020. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

  • Carmichael Hill & Associates reported no remaining Appian position as of Q3 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 10 Appian shares in Q3 2024, an estimated $309.
  • Carmichael Hill & Associates first reported a position in Appian in Q4 2019 and held it in 19 quarters.
  • Carmichael Hill & Associates's Appian position peaked at $245K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.