EMFAT
APLE icon

Emerald Mutual Fund Advisers Trust’s Apple Hospitality REIT APLE Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2020
Q4 		– Sell
-24,050
Closed -$231K – 236
2020
Q3 		$231K Buy
+24,050
New +$232K 0.01% 227

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's APLE Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Apple Hospitality REIT (APLE) in Q4 2020, closing a stake of 24,050 shares — an estimated $231K sold.

Emerald Mutual Fund Advisers Trust first reported a position in APLE in Q3 2020 and held it in 1 quarter. The position peaked at $231K in Q3 2020. 247 funds tracked by Wall St. Rank hold APLE as of Q4 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Apple Hospitality REIT position as of Q4 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 24,050 Apple Hospitality REIT shares in Q4 2020, an estimated $231K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Apple Hospitality REIT in Q3 2020 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Apple Hospitality REIT position peaked at $231K in Q3 2020.
  • 247 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.