CI Investments Inc
APLE icon

CI Investments Inc’s Apple Hospitality REIT APLE Stock Holding History

CI Investments 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
2023
Q4 		– Sell
-1,442
Closed -$22K – 1270
2023
Q3 		$22K Sell
1,442
-12
-0.8% -$184 ﹤0.01% 1091
2023
Q2 		$22K Sell
1,454
-78
-5% -$1.18K ﹤0.01% 1082
2023
Q1 		$24K Buy
1,532
+121
+9% +$1.98K ﹤0.01% 1036
2022
Q4 		$22K Buy
+1,411
New +$22.8K ﹤0.01% 1070

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CI Investments Inc's APLE Position: Q4 2023 in Review

CI Investments Inc sold out of Apple Hospitality REIT (APLE) in Q4 2023, closing a stake of 1,442 shares — an estimated $22K sold.

CI Investments Inc first reported a position in APLE in Q4 2022 and held it in 4 quarters. The position peaked at $24K in Q1 2023. 315 funds tracked by Wall St. Rank hold APLE as of Q4 2023.

  • CI Investments Inc reported no remaining Apple Hospitality REIT position as of Q4 2023 after selling out during the quarter.
  • CI Investments Inc sold 1,442 Apple Hospitality REIT shares in Q4 2023, an estimated $22K.
  • CI Investments Inc first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 4 quarters.
  • CI Investments Inc's Apple Hospitality REIT position peaked at $24K in Q1 2023.
  • 315 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2023.

Based on CI Investments Inc's 13F filing for Q4 2023, filed 12 Feb 2024.