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Ergoteles’s AppFolio APPF Stock Holding History

Ergoteles’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
-2,400
Closed -$251K – 1430
2022
Q3 		$251K Buy
+2,400
New +$245K 0.01% 1069
2022
Q2 		– Sell
-2,012
Closed -$228K – 1620
2022
Q1 		$228K Buy
+2,012
New +$232K 0.01% 935
2020
Q4 		– Sell
-2,086
Closed -$296K – 662
2020
Q3 		$296K Buy
+2,086
New +$321K 0.04% 351

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
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
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
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ergoteles's APPF Position: Q4 2022 in Review

Ergoteles sold out of AppFolio (APPF) in Q4 2022, closing a stake of 2,400 shares — an estimated $251K sold.

Ergoteles first reported a position in APPF in Q3 2020 and held it in 3 quarters. The position peaked at $296K in Q3 2020. 187 funds tracked by Wall St. Rank hold APPF as of Q4 2022.

  • Ergoteles reported no remaining AppFolio position as of Q4 2022 after selling out during the quarter.
  • Ergoteles sold 2,400 AppFolio shares in Q4 2022, an estimated $251K.
  • Ergoteles first reported a position in AppFolio in Q3 2020 and held it in 3 quarters.
  • Ergoteles's AppFolio position peaked at $296K in Q3 2020.
  • 187 funds tracked by Wall St. Rank held AppFolio as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.