Great Lakes Advisors’s Apple Hospitality REIT APLE Stock Holding History

Great Lakes Advisors’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
2024 Q1	–	Sell	-282,729	Closed	-$4.7M	–	808
2023 Q4	$4.7M	Sell	282,729 -337,669	-54%	-$5.48M	0.04%	330
2023 Q3	$9.52M	Sell	620,398 -6,692	-1%	-$102K	0.09%	201
2023 Q2	$9.48M	Buy	+627,090	New	+$9.51M	0.09%	211
2020 Q2	–	Sell	-609,085	Closed	-$5.58M	–	557
2020 Q1	$5.58M	Sell	609,085 -17,943	-3%	-$236K	0.16%	154
2019 Q4	$10.2M	Buy	627,028 +8,881	+1%	+$144K	0.22%	125
2019 Q3	$10.2M	Buy	618,147 +15,739	+3%	+$249K	0.23%	115
2019 Q2	$9.55M	Buy	602,408 +46,487	+8%	+$753K	0.21%	115
2019 Q1	$9.06M	Buy	+555,921	New	+$8.91M	0.2%	120

Other funds holding APLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Great Lakes Advisors's APLE Position: Q1 2024 in Review

Great Lakes Advisors sold out of Apple Hospitality REIT (APLE) in Q1 2024, closing a stake of 282,729 shares — an estimated $4.7M sold.

Great Lakes Advisors first reported a position in APLE in Q1 2019 and held it in 8 quarters. The position peaked at $10.2M in Q3 2019. 306 funds tracked by Wall St. Rank hold APLE as of Q1 2024.

Great Lakes Advisors reported no remaining Apple Hospitality REIT position as of Q1 2024 after selling out during the quarter.
Great Lakes Advisors sold 282,729 Apple Hospitality REIT shares in Q1 2024, an estimated $4.7M.
Great Lakes Advisors first reported a position in Apple Hospitality REIT in Q1 2019 and held it in 8 quarters.
Great Lakes Advisors's Apple Hospitality REIT position peaked at $10.2M in Q3 2019.
306 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2024.

Based on Great Lakes Advisors's 13F filing for Q1 2024, filed 8 May 2024.