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M&G Investment Management’s Apple Hospitality REIT APLE Stock Holding History

M&G 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
2023
Q2 		– Sell
-11,662
Closed -$187K – 378
2023
Q1 		$187K Sell
11,662
-2,026
-15% -$33.2K ﹤0.01% 389
2022
Q4 		$219K Buy
+13,688
New +$221K ﹤0.01% 418

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

M&G Investment Management's APLE Position: Q2 2023 in Review

M&G Investment Management sold out of Apple Hospitality REIT (APLE) in Q2 2023, closing a stake of 11,662 shares — an estimated $187K sold.

M&G Investment Management first reported a position in APLE in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q4 2022. 273 funds tracked by Wall St. Rank hold APLE as of Q2 2023.

  • M&G Investment Management reported no remaining Apple Hospitality REIT position as of Q2 2023 after selling out during the quarter.
  • M&G Investment Management sold 11,662 Apple Hospitality REIT shares in Q2 2023, an estimated $187K.
  • M&G Investment Management first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 2 quarters.
  • M&G Investment Management's Apple Hospitality REIT position peaked at $219K in Q4 2022.
  • 273 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2023.

Based on M&G Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.