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Glenmede Trust’s AppFolio APPF Stock Holding History

Glenmede 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
2024
Q3 		– Sell
-2,235
Closed -$547K – 1387
2024
Q2 		$547K Sell
2,235
-89
-4% -$20.7K ﹤0.01% 877
2024
Q1 		$573K Buy
+2,324
New +$501K ﹤0.01% 885
2022
Q1 		– Sell
-9,121
Closed -$1.1M – 1321
2021
Q4 		$1.1M Buy
9,121
+846
+10% +$107K 0.01% 712
2021
Q3 		$996K Buy
8,275
+562
+7% +$73K 0.01% 706
2021
Q2 		$1.09M Buy
7,713
+1,247
+19% +$173K 0.01% 680
2021
Q1 		$914K Buy
6,466
+1,285
+25% +$200K ﹤0.01% 706
2020
Q4 		$932K Buy
5,181
+1,794
+53% +$287K 0.01% 681
2020
Q3 		$480K Buy
3,387
+996
+42% +$153K ﹤0.01% 795
2020
Q2 		$389K Buy
+2,391
New +$313K ﹤0.01% 828

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Glenmede Trust's APPF Position: Q3 2024 in Review

Glenmede Trust sold out of AppFolio (APPF) in Q3 2024, closing a stake of 2,235 shares — an estimated $547K sold.

Glenmede Trust first reported a position in APPF in Q2 2020 and held it in 9 quarters. The position peaked at $1.1M in Q4 2021. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

  • Glenmede Trust reported no remaining AppFolio position as of Q3 2024 after selling out during the quarter.
  • Glenmede Trust sold 2,235 AppFolio shares in Q3 2024, an estimated $547K.
  • Glenmede Trust first reported a position in AppFolio in Q2 2020 and held it in 9 quarters.
  • Glenmede Trust's AppFolio position peaked at $1.1M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on Glenmede Trust's 13F filing for Q3 2024, filed 13 Nov 2024.