Loomis, Sayles & Company
APLE icon

Loomis, Sayles & Company’s Apple Hospitality REIT APLE Stock Holding History

Loomis, Sayles & Company’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
2023
Q1 		– Sell
-67
Closed -$1K – 974
2022
Q4 		$1K Hold
67
– – ﹤0.01% 829
2022
Q3 		$1K Hold
67
– – ﹤0.01% 875
2022
Q2 		$1K Hold
67
– – ﹤0.01% 917
2022
Q1 		$1K Sell
67
-1,374
-95% -$23.5K ﹤0.01% 985
2021
Q4 		$23K Sell
1,441
-141
-9% -$2.23K ﹤0.01% 673
2021
Q3 		$25K Buy
1,582
+873
+123% +$13.1K ﹤0.01% 655
2021
Q2 		$11K Buy
709
+655
+1,213% +$10.2K ﹤0.01% 745
2021
Q1 		$1K Buy
+54
New +$750 ﹤0.01% 830
2019
Q2 		– Sell
-538
Closed -$9K – 578
2019
Q1 		$9K Hold
538
– – ﹤0.01% 730
2018
Q4 		$8K Sell
538
-838
-61% -$13.3K ﹤0.01% 801
2018
Q3 		$24K Hold
1,376
– – ﹤0.01% 718
2018
Q2 		$25K Sell
1,376
-237
-15% -$4.33K ﹤0.01% 740
2018
Q1 		$28K Buy
+1,613
New +$29.6K ﹤0.01% 719

Other funds holding APLE

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Loomis, Sayles & Company's APLE Position: Q1 2023 in Review

Loomis, Sayles & Company sold out of Apple Hospitality REIT (APLE) in Q1 2023, closing a stake of 67 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in APLE in Q1 2018 and held it in 13 quarters. The position peaked at $28K in Q1 2018. 276 funds tracked by Wall St. Rank hold APLE as of Q1 2023.

  • Loomis, Sayles & Company reported no remaining Apple Hospitality REIT position as of Q1 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 67 Apple Hospitality REIT shares in Q1 2023, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in Apple Hospitality REIT in Q1 2018 and held it in 13 quarters.
  • Loomis, Sayles & Company's Apple Hospitality REIT position peaked at $28K in Q1 2018.
  • 276 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2023.

Based on Loomis, Sayles & Company's 13F filing for Q1 2023, filed 11 May 2023.