McIlrath & Eck’s Appian APPN Stock Holding History

McIlrath & Eck’s Portfolio APPN Stock Details APPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-50	Closed	-$1.54K	–	979
2024 Q2	$1.54K	Hold	50	–	–	﹤0.01%	843
2024 Q1	$2K	Hold	50	–	–	﹤0.01%	819
2023 Q4	$1.88K	Buy	+50	New	+$1.95K	﹤0.01%	809
2022 Q2	–	Sell	-373	Closed	-$23K	–	826
2022 Q1	$23K	Hold	373	–	–	0.01%	366
2021 Q4	$24K	Hold	373	–	–	0.01%	372
2021 Q3	$35K	Hold	373	–	–	0.01%	291
2021 Q2	$51K	Hold	373	–	–	0.02%	230
2021 Q1	$50K	Buy	373 +19	+5%	+$3.36K	0.02%	197
2020 Q4	$57K	Hold	354	–	–	0.02%	159
2020 Q3	$23K	Hold	354	–	–	0.01%	236
2020 Q2	$18K	Hold	354	–	–	0.01%	253
2020 Q1	$14K	Hold	354	–	–	0.01%	250
2019 Q4	$14K	Hold	354	–	–	0.01%	295
2019 Q3	$17K	Hold	354	–	–	0.01%	242
2019 Q2	$12K	Hold	354	–	–	0.01%	288
2019 Q1	$12K	Buy	+354	New	+$12K	0.01%	288

Other funds holding APPN

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

McIlrath & Eck's APPN Position: Q3 2024 in Review

McIlrath & Eck sold out of Appian (APPN) in Q3 2024, closing a stake of 50 shares — an estimated $1.54K sold.

McIlrath & Eck first reported a position in APPN in Q1 2019 and held it in 16 quarters. The position peaked at $57K in Q4 2020. 192 funds tracked by Wall St. Rank hold APPN as of Q3 2024.

McIlrath & Eck reported no remaining Appian position as of Q3 2024 after selling out during the quarter.
McIlrath & Eck sold 50 Appian shares in Q3 2024, an estimated $1.54K.
McIlrath & Eck first reported a position in Appian in Q1 2019 and held it in 16 quarters.
McIlrath & Eck's Appian position peaked at $57K in Q4 2020.
192 funds tracked by Wall St. Rank held Appian as of Q3 2024.

Based on McIlrath & Eck's 13F filing for Q3 2024, filed 19 Nov 2024.