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Mackay Shields LLC’s AppFolio APPF Stock Holding History

Mackay Shields LLC’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,300
Closed -$325K – 746
2021
Q1 		$325K Sell
2,300
-400
-15% -$62.1K ﹤0.01% 1313
2020
Q4 		$486K Sell
2,700
-5,400
-67% -$864K ﹤0.01% 1257
2020
Q3 		$1.15M Buy
8,100
+1,900
+31% +$293K 0.01% 989
2020
Q2 		$1.01M Sell
6,200
-3,800
-38% -$498K 0.01% 1013
2020
Q1 		$1.11M Buy
+10,000
New +$1.19M 0.01% 914
2019
Q3 		– Sell
-8,192
Closed -$838K – 1398
2019
Q2 		$838K Buy
8,192
+4,792
+141% +$453K 0.01% 1170
2019
Q1 		$270K Hold
3,400
– – ﹤0.01% 1298
2018
Q4 		$201K Sell
3,400
-11,600
-77% -$704K ﹤0.01% 1312
2018
Q3 		$1.18M Buy
15,000
+8,700
+138% +$658K 0.01% 840
2018
Q2 		$385K Sell
6,300
-37,500
-86% -$2.04M ﹤0.01% 1137
2018
Q1 		$1.79M Buy
+43,800
New +$1.82M 0.01% 816

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mackay Shields LLC's APPF Position: Q2 2021 in Review

Mackay Shields LLC sold out of AppFolio (APPF) in Q2 2021, closing a stake of 2,300 shares — an estimated $325K sold.

Mackay Shields LLC first reported a position in APPF in Q1 2018 and held it in 11 quarters. The position peaked at $1.79M in Q1 2018. 160 funds tracked by Wall St. Rank hold APPF as of Q2 2021.

  • Mackay Shields LLC reported no remaining AppFolio position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 2,300 AppFolio shares in Q2 2021, an estimated $325K.
  • Mackay Shields LLC first reported a position in AppFolio in Q1 2018 and held it in 11 quarters.
  • Mackay Shields LLC's AppFolio position peaked at $1.79M in Q1 2018.
  • 160 funds tracked by Wall St. Rank held AppFolio as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.