Diversified Trust’s AppFolio APPF Stock Holding History

Diversified Trust’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
2024 Q2	–	Sell	-2,510	Closed	-$619K	–	883
2024 Q1	$619K	Buy	+2,510	New	+$541K	0.02%	457

Other funds holding APPF

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

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

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

GGHC

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversified Trust's APPF Position: Q2 2024 in Review

Diversified Trust sold out of AppFolio (APPF) in Q2 2024, closing a stake of 2,510 shares — an estimated $619K sold.

Diversified Trust first reported a position in APPF in Q1 2024 and held it in 1 quarter. The position peaked at $619K in Q1 2024. 391 funds tracked by Wall St. Rank hold APPF as of Q2 2024.

Diversified Trust reported no remaining AppFolio position as of Q2 2024 after selling out during the quarter.
Diversified Trust sold 2,510 AppFolio shares in Q2 2024, an estimated $619K.
Diversified Trust first reported a position in AppFolio in Q1 2024 and held it in 1 quarter.
Diversified Trust's AppFolio position peaked at $619K in Q1 2024.
391 funds tracked by Wall St. Rank held AppFolio as of Q2 2024.

Based on Diversified Trust's 13F filing for Q2 2024, filed 16 Jul 2024.