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 $5.7T AUM 30.48% 1-Year Est. Return

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

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return