De Burlo Group’s AppFolio APPF Stock Holding History

De Burlo Group’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
2018 Q4	–	Sell	-64,200	Closed	-$5.03M	–	93
2018 Q3	$5.03M	Buy	64,200 +16,400	+34%	+$1.24M	0.94%	37
2018 Q2	$2.92M	Buy	+47,800	New	+$2.6M	0.62%	42

Other funds holding APPF

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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WEO

William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

De Burlo Group's APPF Position: Q4 2018 in Review

De Burlo Group sold out of AppFolio (APPF) in Q4 2018, closing a stake of 64,200 shares — an estimated $5.03M sold.

De Burlo Group first reported a position in APPF in Q2 2018 and held it in 2 quarters. The position peaked at $5.03M in Q3 2018. 120 funds tracked by Wall St. Rank hold APPF as of Q4 2018.

De Burlo Group reported no remaining AppFolio position as of Q4 2018 after selling out during the quarter.
De Burlo Group sold 64,200 AppFolio shares in Q4 2018, an estimated $5.03M.
De Burlo Group first reported a position in AppFolio in Q2 2018 and held it in 2 quarters.
De Burlo Group's AppFolio position peaked at $5.03M in Q3 2018.
120 funds tracked by Wall St. Rank held AppFolio as of Q4 2018.

Based on De Burlo Group's 13F filing for Q4 2018, filed 7 Feb 2019.