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InceptionR’s Apple Hospitality REIT APLE Stock Holding History

InceptionR’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
-22,674
Closed -$377K – 580
2023
Q4 		$377K Buy
+22,674
New +$368K 0.27% 157
2023
Q2 		– Sell
-16,232
Closed -$252K – 410
2023
Q1 		$252K Buy
16,232
+620
+4% +$10.1K 0.08% 369
2022
Q4 		$246K Buy
+15,612
New +$252K 0.13% 313

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 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

InceptionR's APLE Position: Q1 2024 in Review

InceptionR sold out of Apple Hospitality REIT (APLE) in Q1 2024, closing a stake of 22,674 shares — an estimated $377K sold.

InceptionR first reported a position in APLE in Q4 2022 and held it in 3 quarters. The position peaked at $377K in Q4 2023. 306 funds tracked by Wall St. Rank hold APLE as of Q1 2024.

  • InceptionR reported no remaining Apple Hospitality REIT position as of Q1 2024 after selling out during the quarter.
  • InceptionR sold 22,674 Apple Hospitality REIT shares in Q1 2024, an estimated $377K.
  • InceptionR first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 3 quarters.
  • InceptionR's Apple Hospitality REIT position peaked at $377K in Q4 2023.
  • 306 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2024.

Based on InceptionR's 13F filing for Q1 2024, filed 9 May 2024.