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Ingalls & Snyder LLC’s AppFolio APPF Stock Holding History

Ingalls & Snyder LLC’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
2023
Q3 		– Sell
-4,707
Closed -$810K – 442
2023
Q2 		$810K Sell
4,707
-1,561
-25% -$227K 0.04% 234
2023
Q1 		$780K Sell
6,268
-2,750
-30% -$332K 0.04% 227
2022
Q4 		$950K Sell
9,018
-12,192
-57% -$1.36M 0.05% 206
2022
Q3 		$2.22M Sell
21,210
-4,890
-19% -$499K 0.13% 121
2022
Q2 		$2.37M Sell
26,100
-5,573
-18% -$562K 0.12% 128
2022
Q1 		$3.59M Sell
31,673
-1,630
-5% -$188K 0.16% 107
2021
Q4 		$4.03M Sell
33,303
-218
-0.7% -$27.6K 0.18% 103
2021
Q3 		$4.04M Buy
33,521
+7,096
+27% +$922K 0.19% 103
2021
Q2 		$3.73M Buy
26,425
+220
+0.8% +$30.5K 0.17% 109
2021
Q1 		$3.71M Buy
26,205
+11,980
+84% +$1.86M 0.17% 103
2020
Q4 		$2.56M Buy
14,225
+5,565
+64% +$891K 0.13% 131
2020
Q3 		$1.23M Buy
8,660
+1,490
+21% +$229K 0.08% 161
2020
Q2 		$1.17M Buy
7,170
+513
+8% +$67.2K 0.07% 184
2020
Q1 		$739K Sell
6,657
-98
-1% -$11.7K 0.05% 229
2019
Q4 		$743K Buy
6,755
+170
+3% +$17.3K 0.04% 229
2019
Q3 		$626K Buy
6,585
+86
+1% +$8.55K 0.03% 265
2019
Q2 		$665K Hold
6,499
– – 0.03% 262
2019
Q1 		$516K Buy
6,499
+247
+4% +$16.5K 0.02% 285
2018
Q4 		$370K Buy
6,252
+2,909
+87% +$177K 0.02% 308
2018
Q3 		$262K Buy
+3,343
New +$253K 0.01% 375

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return