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Jackson Grant Investment Advisers’s Apple Hospitality REIT APLE Stock Holding History

Jackson Grant Investment Advisers’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
Q1 		– Sell
-1,138
Closed -$18K – 352
2021
Q4 		$18K Hold
1,138
– – 0.01% 242
2021
Q3 		$18K Buy
1,138
+1
+0.1% +$15 0.01% 294
2021
Q2 		$17K Buy
1,137
+1
+0.1% +$16 0.01% 312
2021
Q1 		$17K Hold
1,136
– – 0.01% 302
2020
Q4 		$15K Hold
1,136
– – 0.01% 284
2020
Q3 		$11K Hold
1,136
– – 0.01% 200
2020
Q2 		$11K Hold
1,136
– – 0.01% 194
2020
Q1 		$10K Hold
1,136
– – 0.01% 192
2019
Q4 		$18K Hold
1,136
– – 0.01% 192
2019
Q3 		$19K Sell
1,136
-52
-4% -$823 0.01% 190
2019
Q2 		$19K Buy
1,188
+1
+0.1% +$16 0.01% 191
2019
Q1 		$19K Buy
1,187
+1
+0.1% +$16 0.01% 184
2018
Q4 		$17K Buy
1,186
+1
+0.1% +$16 0.01% 184
2018
Q3 		$21K Buy
1,185
+1
+0.1% +$18 0.01% 181
2018
Q2 		$21K Hold
1,184
– – 0.01% 184
2018
Q1 		$21K Buy
1,184
+1
+0.1% +$18 0.01% 182
2017
Q4 		$23K Buy
1,183
+1
+0.1% +$19 0.02% 181
2017
Q3 		$22K Buy
1,182
+1
+0.1% +$18 0.02% 181
2017
Q2 		$22K Hold
1,181
– – 0.02% 160
2017
Q1 		$23K Buy
1,181
+1
+0.1% +$20 0.02% 152
2016
Q4 		$24K Buy
1,180
+1
+0.1% +$19 0.02% 153
2016
Q3 		$22K Hold
1,179
– – 0.02% 146
2016
Q2 		$22K Buy
1,179
+1
+0.1% +$19 0.02% 138
2016
Q1 		$23K Hold
1,178
– – 0.02% 134
2015
Q4 		$24K Buy
+1,178
New +$23.1K 0.02% 141

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Grant Investment Advisers's APLE Position: Q1 2022 in Review

Jackson Grant Investment Advisers sold out of Apple Hospitality REIT (APLE) in Q1 2022, closing a stake of 1,138 shares — an estimated $18K sold.

Jackson Grant Investment Advisers first reported a position in APLE in Q4 2015 and held it in 25 quarters. The position peaked at $24K in Q4 2016. 267 funds tracked by Wall St. Rank hold APLE as of Q1 2022.

  • Jackson Grant Investment Advisers reported no remaining Apple Hospitality REIT position as of Q1 2022 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 1,138 Apple Hospitality REIT shares in Q1 2022, an estimated $18K.
  • Jackson Grant Investment Advisers first reported a position in Apple Hospitality REIT in Q4 2015 and held it in 25 quarters.
  • Jackson Grant Investment Advisers's Apple Hospitality REIT position peaked at $24K in Q4 2016.
  • 267 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2022, filed 28 Apr 2022.