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Harvest Portfolios Group’s Apple Hospitality REIT APLE Stock Holding History

Harvest Portfolios Group’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
Q4 		– Sell
-40,317
Closed -$599K – 233
2024
Q3 		$599K Sell
40,317
-3,312
-8% -$47.9K 0.02% 204
2024
Q2 		$634K Sell
43,629
-1,581
-3% -$23.6K 0.02% 177
2024
Q1 		$741K Sell
45,210
-5,520
-11% -$90.3K 0.03% 157
2023
Q4 		$843K Buy
+50,730
New +$823K 0.04% 150

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Portfolios Group's APLE Position: Q4 2024 in Review

Harvest Portfolios Group sold out of Apple Hospitality REIT (APLE) in Q4 2024, closing a stake of 40,317 shares — an estimated $599K sold.

Harvest Portfolios Group first reported a position in APLE in Q4 2023 and held it in 4 quarters. The position peaked at $843K in Q4 2023. 340 funds tracked by Wall St. Rank hold APLE as of Q4 2024.

  • Harvest Portfolios Group reported no remaining Apple Hospitality REIT position as of Q4 2024 after selling out during the quarter.
  • Harvest Portfolios Group sold 40,317 Apple Hospitality REIT shares in Q4 2024, an estimated $599K.
  • Harvest Portfolios Group first reported a position in Apple Hospitality REIT in Q4 2023 and held it in 4 quarters.
  • Harvest Portfolios Group's Apple Hospitality REIT position peaked at $843K in Q4 2023.
  • 340 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2024.

Based on Harvest Portfolios Group's 13F filing for Q4 2024, filed 14 Feb 2025.