Equitable Trust’s AppFolio APPF Stock Holding History

Equitable 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
2022 Q4	–	Sell	-5,949	Closed	-$623K	–	393
2022 Q3	$623K	Sell	5,949 -487	-8%	-$49.7K	0.05%	222
2022 Q2	$583K	Buy	6,436 +3,147	+96%	+$317K	0.04%	235
2022 Q1	$372K	Buy	+3,289	New	+$379K	0.02%	294
2021 Q1	–	Sell	-1,530	Closed	-$275K	–	354
2020 Q4	$275K	Hold	1,530	–	–	0.02%	305
2020 Q3	$217K	Hold	1,530	–	–	0.02%	304
2020 Q2	$249K	Buy	+1,530	New	+$200K	0.02%	284

Other funds holding APPF

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FAM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return

GGHC

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

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

Equitable Trust's APPF Position: Q4 2022 in Review

Equitable Trust sold out of AppFolio (APPF) in Q4 2022, closing a stake of 5,949 shares — an estimated $623K sold.

Equitable Trust first reported a position in APPF in Q2 2020 and held it in 6 quarters. The position peaked at $623K in Q3 2022. 187 funds tracked by Wall St. Rank hold APPF as of Q4 2022.

Equitable Trust reported no remaining AppFolio position as of Q4 2022 after selling out during the quarter.
Equitable Trust sold 5,949 AppFolio shares in Q4 2022, an estimated $623K.
Equitable Trust first reported a position in AppFolio in Q2 2020 and held it in 6 quarters.
Equitable Trust's AppFolio position peaked at $623K in Q3 2022.
187 funds tracked by Wall St. Rank held AppFolio as of Q4 2022.

Based on Equitable Trust's 13F filing for Q4 2022, filed 17 Feb 2023.