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 $931M AUM 4.95% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Chicago Equity Partners's APPF Position: Q4 2019 in Review

Chicago Equity Partners sold out of AppFolio (APPF) in Q4 2019, closing a stake of 5,385 shares — an estimated $512K sold.

Chicago Equity Partners first reported a position in APPF in Q2 2017 and held it in 10 quarters. The position peaked at $4.35M in Q3 2018. 128 funds tracked by Wall St. Rank hold APPF as of Q4 2019.

Chicago Equity Partners reported no remaining AppFolio position as of Q4 2019 after selling out during the quarter.
Chicago Equity Partners sold 5,385 AppFolio shares in Q4 2019, an estimated $512K.
Chicago Equity Partners first reported a position in AppFolio in Q2 2017 and held it in 10 quarters.
Chicago Equity Partners's AppFolio position peaked at $4.35M in Q3 2018.
128 funds tracked by Wall St. Rank held AppFolio as of Q4 2019.

Based on Chicago Equity Partners's 13F filing for Q4 2019, filed 10 Feb 2020.