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Family Management’s Apple Hospitality REIT APLE Stock Holding History

Family Management’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
2022
Q3 		– Sell
-27,620
Closed -$405K – 158
2022
Q2 		$405K Buy
27,620
+4,486
+19% +$74.2K 0.11% 97
2022
Q1 		$416K Buy
+23,134
New +$396K 0.12% 106

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Family Management's APLE Position: Q3 2022 in Review

Family Management sold out of Apple Hospitality REIT (APLE) in Q3 2022, closing a stake of 27,620 shares — an estimated $405K sold.

Family Management first reported a position in APLE in Q1 2022 and held it in 2 quarters. The position peaked at $416K in Q1 2022. 282 funds tracked by Wall St. Rank hold APLE as of Q3 2022.

  • Family Management reported no remaining Apple Hospitality REIT position as of Q3 2022 after selling out during the quarter.
  • Family Management sold 27,620 Apple Hospitality REIT shares in Q3 2022, an estimated $405K.
  • Family Management first reported a position in Apple Hospitality REIT in Q1 2022 and held it in 2 quarters.
  • Family Management's Apple Hospitality REIT position peaked at $416K in Q1 2022.
  • 282 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2022.

Based on Family Management's 13F filing for Q3 2022, filed 14 Nov 2022.