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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 $704M AUM 6.25% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $266M AUM 6.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return