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Ellevest Inc’s Apple Hospitality REIT APLE Stock Holding History

Ellevest 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
Q2 		– Sell
-421
Closed -$6.53K – 438
2023
Q1 		$6.53K Sell
421
-471
-53% -$7.71K ﹤0.01% 1137
2022
Q4 		$14.1K Buy
892
+741
+491% +$12K ﹤0.01% 951
2022
Q3 		$2K Buy
151
+20
+15% +$317 ﹤0.01% 1313
2022
Q2 		$2K Buy
131
+13
+11% +$215 ﹤0.01% 1135
2022
Q1 		$2K Buy
+118
New +$2.02K ﹤0.01% 1171

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ellevest Inc's APLE Position: Q2 2023 in Review

Ellevest Inc sold out of Apple Hospitality REIT (APLE) in Q2 2023, closing a stake of 421 shares — an estimated $6.53K sold.

Ellevest Inc first reported a position in APLE in Q1 2022 and held it in 5 quarters. The position peaked at $14.1K in Q4 2022. 273 funds tracked by Wall St. Rank hold APLE as of Q2 2023.

  • Ellevest Inc reported no remaining Apple Hospitality REIT position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 421 Apple Hospitality REIT shares in Q2 2023, an estimated $6.53K.
  • Ellevest Inc first reported a position in Apple Hospitality REIT in Q1 2022 and held it in 5 quarters.
  • Ellevest Inc's Apple Hospitality REIT position peaked at $14.1K in Q4 2022.
  • 273 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.