Jupiter Investment Management’s Apple Hospitality REIT APLE Stock Holding History

Jupiter Investment Management’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
2020 Q2	$13.5M	Sell	1,394,710 -289,068	-17%	-$2.75M	0.22%	119
2020 Q1	$15.4M	Buy	1,683,778 +654,196	+64%	+$8.59M	0.3%	91
2019 Q4	$16.7M	Buy	1,029,582 +22,393	+2%	+$362K	0.23%	120
2019 Q3	$16.7M	Sell	1,007,189 -334,730	-25%	-$5.3M	0.22%	124
2019 Q2	$21.3M	Sell	1,341,919 -912,381	-40%	-$14.8M	0.22%	115
2019 Q1	$36.7M	Sell	2,254,300 -461,908	-17%	-$7.4M	0.34%	89
2018 Q4	$38.7M	Buy	2,716,208 +1,244,842	+85%	+$19.8M	0.34%	83
2018 Q3	$25.7M	Buy	1,471,366 +1,261,586	+601%	+$22.4M	0.18%	118
2018 Q2	$3.75M	Buy	+209,780	New	+$3.83M	0.03%	220
2017 Q4	–	Sell	-15,836	Closed	-$299K	–	365
2017 Q3	$299K	Buy	+15,836	New	+$290K	﹤0.01%	293

Other funds holding APLE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Investment Management's APLE Position: Q2 2020 in Review

Jupiter Investment Management reduced its Apple Hospitality REIT (APLE) stake by 17% in Q2 2020, selling an estimated $2.75M and leaving 1,394,710 shares worth $13.5M. The position accounts for 0.22% of the portfolio, ranked #119.

Jupiter Investment Management first reported a position in APLE in Q3 2017 and has held it in 10 quarters since. The position peaked at $38.7M in Q4 2018. 248 funds tracked by Wall St. Rank hold APLE as of Q2 2020.

Jupiter Investment Management held 1,394,710 shares of Apple Hospitality REIT worth $13.5M as of Q2 2020.
Jupiter Investment Management sold 289,068 Apple Hospitality REIT shares in Q2 2020, an estimated $2.75M.
Apple Hospitality REIT made up 0.22% of Jupiter Investment Management's portfolio in Q2 2020, its #119 holding.
Jupiter Investment Management first reported a position in Apple Hospitality REIT in Q3 2017 and has held it in 10 quarters since.
Jupiter Investment Management's Apple Hospitality REIT position peaked at $38.7M in Q4 2018.
248 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.