CEP
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Chicago Equity Partners’s AppFolio APPF Stock Holding History

Chicago Equity Partners’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5,385
Closed -$512K – 863
2019
Q3 		$512K Sell
5,385
-25
-0.5% -$2.49K 0.02% 679
2019
Q2 		$553K Sell
5,410
-365
-6% -$34.5K 0.02% 683
2019
Q1 		$459K Sell
5,775
-35,130
-86% -$2.35M 0.02% 693
2018
Q4 		$2.42M Sell
40,905
-14,585
-26% -$885K 0.1% 293
2018
Q3 		$4.35M Buy
55,490
+45,910
+479% +$3.47M 0.13% 219
2018
Q2 		$586K Buy
9,580
+430
+5% +$23.4K 0.02% 615
2018
Q1 		$374K Sell
9,150
-42,845
-82% -$1.78M 0.01% 657
2017
Q4 		$2.16M Sell
51,995
-195
-0.4% -$8.74K 0.07% 352
2017
Q3 		$2.5M Buy
52,190
+16,205
+45% +$637K 0.08% 324
2017
Q2 		$1.17M Buy
+35,985
New +$1.03M 0.03% 475

Other funds holding APPF

ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return