Matthew Hamilton Rosenberg’s AppFolio APPF Stock Holding History

Matthew Hamilton Rosenberg’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
2024 Q1	–	Sell	-30	Closed	-$5.2K	–	857
2023 Q4	$5.2K	Hold	30	–	–	﹤0.01%	700
2023 Q3	$5.48K	Hold	30	–	–	﹤0.01%	674
2023 Q2	$5.16K	Hold	30	–	–	﹤0.01%	685
2023 Q1	$3.73K	Hold	30	–	–	﹤0.01%	747
2022 Q4	$3.16K	Hold	30	–	–	﹤0.01%	752
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	743
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	725
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	693
2021 Q4	$4K	Hold	30	–	–	﹤0.01%	658
2021 Q3	$4K	Sell	30 -30	-50%	-$3.9K	﹤0.01%	638
2021 Q2	$8K	Hold	60	–	–	﹤0.01%	526
2021 Q1	$8K	Hold	60	–	–	﹤0.01%	507
2020 Q4	$11K	Hold	60	–	–	0.01%	460
2020 Q3	$9K	Hold	60	–	–	0.01%	461
2020 Q2	$10K	Buy	+60	New	+$7.86K	0.01%	472

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Matthew Hamilton Rosenberg's APPF Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of AppFolio (APPF) in Q1 2024, closing a stake of 30 shares — an estimated $5.2K sold.

Matthew Hamilton Rosenberg first reported a position in APPF in Q2 2020 and held it in 15 quarters. The position peaked at $11K in Q4 2020. 366 funds tracked by Wall St. Rank hold APPF as of Q1 2024.

Matthew Hamilton Rosenberg reported no remaining AppFolio position as of Q1 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 30 AppFolio shares in Q1 2024, an estimated $5.2K.
Matthew Hamilton Rosenberg first reported a position in AppFolio in Q2 2020 and held it in 15 quarters.
Matthew Hamilton Rosenberg's AppFolio position peaked at $11K in Q4 2020.
366 funds tracked by Wall St. Rank held AppFolio as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.