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Jefferies Financial Group’s Appian APPN Stock Holding History

Jefferies Financial Group’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,881
Closed -$636K – 1595
2023
Q4 		$636K Buy
+16,881
New +$660K ﹤0.01% 1123
2023
Q2 		– Sell
-6,575
Closed -$292K – 1655
2023
Q1 		$292K Buy
+6,575
New +$266K ﹤0.01% 1244

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jefferies Financial Group's APPN Position: Q1 2024 in Review

Jefferies Financial Group sold out of Appian (APPN) in Q1 2024, closing a stake of 16,881 shares — an estimated $636K sold.

Jefferies Financial Group first reported a position in APPN in Q1 2023 and held it in 2 quarters. The position peaked at $636K in Q4 2023. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2024.

  • Jefferies Financial Group reported no remaining Appian position as of Q1 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 16,881 Appian shares in Q1 2024, an estimated $636K.
  • Jefferies Financial Group first reported a position in Appian in Q1 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Appian position peaked at $636K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.