MSDF
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Michael & Susan Dell Foundation’s Appian APPN Stock Holding History

Michael & Susan Dell Foundation’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
2019
Q4 		– Sell
-13,905
Closed -$660K – 5
2019
Q3 		$660K Sell
13,905
-1,206
-8% -$56.5K 0.63% 16
2019
Q2 		$545K Buy
+15,111
New +$517K 0.48% 23

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Michael & Susan Dell Foundation's APPN Position: Q4 2019 in Review

Michael & Susan Dell Foundation sold out of Appian (APPN) in Q4 2019, closing a stake of 13,905 shares — an estimated $660K sold.

Michael & Susan Dell Foundation first reported a position in APPN in Q2 2019 and held it in 2 quarters. The position peaked at $660K in Q3 2019. 159 funds tracked by Wall St. Rank hold APPN as of Q4 2019.

  • Michael & Susan Dell Foundation reported no remaining Appian position as of Q4 2019 after selling out during the quarter.
  • Michael & Susan Dell Foundation sold 13,905 Appian shares in Q4 2019, an estimated $660K.
  • Michael & Susan Dell Foundation first reported a position in Appian in Q2 2019 and held it in 2 quarters.
  • Michael & Susan Dell Foundation's Appian position peaked at $660K in Q3 2019.
  • 159 funds tracked by Wall St. Rank held Appian as of Q4 2019.

Based on Michael & Susan Dell Foundation's 13F filing for Q4 2019, filed 14 Feb 2020.