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Jefferies Financial Group’s Apple Hospitality REIT APLE Stock Holding History

Jefferies Financial 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
Q2 		– Sell
-12,178
Closed -$199K – 1397
2024
Q1 		$199K Buy
+12,178
New +$199K ﹤0.01% 1346
2023
Q3 		– Sell
-21,124
Closed -$319K – 1603
2023
Q2 		$319K Buy
21,124
+10,140
+92% +$154K ﹤0.01% 1306
2023
Q1 		$170K Sell
10,984
-55
-0.5% -$900 ﹤0.01% 1375
2022
Q4 		$174K Buy
+11,039
New +$178K ﹤0.01% 1317

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jefferies Financial Group's APLE Position: Q2 2024 in Review

Jefferies Financial Group sold out of Apple Hospitality REIT (APLE) in Q2 2024, closing a stake of 12,178 shares — an estimated $199K sold.

Jefferies Financial Group first reported a position in APLE in Q4 2022 and held it in 4 quarters. The position peaked at $319K in Q2 2023. 318 funds tracked by Wall St. Rank hold APLE as of Q2 2024.

  • Jefferies Financial Group reported no remaining Apple Hospitality REIT position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 12,178 Apple Hospitality REIT shares in Q2 2024, an estimated $199K.
  • Jefferies Financial Group first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 4 quarters.
  • Jefferies Financial Group's Apple Hospitality REIT position peaked at $319K in Q2 2023.
  • 318 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.