HA
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Herold Advisors’s Apple Hospitality REIT APLE Stock Holding History

Herold 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
2022
Q2 		– Sell
-3,016
Closed -$54.2K – 211
2022
Q1 		$54.2K Buy
+3,016
New +$51.6K 0.02% 369
2021
Q4 		– Sell
-5,595
Closed -$88K – 220
2021
Q3 		$88K Buy
+5,595
New +$83.9K 0.03% 294

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Herold Advisors's APLE Position: Q2 2022 in Review

Herold Advisors sold out of Apple Hospitality REIT (APLE) in Q2 2022, closing a stake of 3,016 shares — an estimated $54.2K sold.

Herold Advisors first reported a position in APLE in Q3 2021 and held it in 2 quarters. The position peaked at $88K in Q3 2021. 273 funds tracked by Wall St. Rank hold APLE as of Q2 2022.

  • Herold Advisors reported no remaining Apple Hospitality REIT position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 3,016 Apple Hospitality REIT shares in Q2 2022, an estimated $54.2K.
  • Herold Advisors first reported a position in Apple Hospitality REIT in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Apple Hospitality REIT position peaked at $88K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.