Ellsworth Advisors’s Appian APPN Stock Holding History

Ellsworth Advisors’s Portfolio APPN Stock Details APPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,575	Closed	-$579K	–	142
2020 Q4	$579K	Buy	3,575 +428	+14%	+$47.9K	0.42%	63
2020 Q3	$204K	Buy	+3,147	New	+$170K	0.2%	84

Other funds holding APPN

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Ellsworth Advisors's APPN Position: Q1 2021 in Review

Ellsworth Advisors sold out of Appian (APPN) in Q1 2021, closing a stake of 3,575 shares — an estimated $579K sold.

Ellsworth Advisors first reported a position in APPN in Q3 2020 and held it in 2 quarters. The position peaked at $579K in Q4 2020. 322 funds tracked by Wall St. Rank hold APPN as of Q1 2021.

Ellsworth Advisors reported no remaining Appian position as of Q1 2021 after selling out during the quarter.
Ellsworth Advisors sold 3,575 Appian shares in Q1 2021, an estimated $579K.
Ellsworth Advisors first reported a position in Appian in Q3 2020 and held it in 2 quarters.
Ellsworth Advisors's Appian position peaked at $579K in Q4 2020.
322 funds tracked by Wall St. Rank held Appian as of Q1 2021.

Based on Ellsworth Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.