MIFH
APLE icon

Migdal Insurance & Financial Holdings’s Apple Hospitality REIT APLE Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-210
Closed -$3K – 352
2024
Q3 		$3K Sell
210
-216
-51% -$3.13K ﹤0.01% 371
2024
Q2 		$6K Buy
426
+18
+4% +$268 ﹤0.01% 456
2024
Q1 		$7K Hold
408
– – ﹤0.01% 345
2023
Q4 		$7K Sell
408
-26
-6% -$422 ﹤0.01% 437
2023
Q3 		$7K Buy
434
+361
+495% +$5.52K ﹤0.01% 433
2023
Q2 		$1K Sell
73
-1,071
-94% -$16.2K ﹤0.01% 472
2023
Q1 		$17K Buy
1,144
+36
+3% +$589 ﹤0.01% 427
2022
Q4 		$17K Buy
1,108
+657
+146% +$10.6K ﹤0.01% 418
2022
Q3 		$6K Hold
451
– – ﹤0.01% 457
2022
Q2 		$7K Sell
451
-2,935
-87% -$48.5K ﹤0.01% 534
2022
Q1 		$62K Buy
3,386
+1,185
+54% +$20.3K ﹤0.01% 416
2021
Q4 		$36K Sell
2,201
-343
-13% -$5.43K ﹤0.01% 497
2021
Q3 		$40K Sell
2,544
-2,865
-53% -$43K ﹤0.01% 476
2021
Q2 		$83K Sell
5,409
-1,033
-16% -$16.1K ﹤0.01% 426
2021
Q1 		$94K Buy
6,442
+1,467
+29% +$20.4K ﹤0.01% 465
2020
Q4 		$64K Sell
4,975
-62,513
-93% -$742K ﹤0.01% 477
2020
Q3 		$649K Buy
+67,488
New +$650K 0.01% 340

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings's APLE Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of Apple Hospitality REIT (APLE) in Q4 2024, closing a stake of 210 shares — an estimated $3K sold.

Migdal Insurance & Financial Holdings first reported a position in APLE in Q3 2020 and held it in 17 quarters. The position peaked at $649K in Q3 2020. 340 funds tracked by Wall St. Rank hold APLE as of Q4 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Apple Hospitality REIT position as of Q4 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 210 Apple Hospitality REIT shares in Q4 2024, an estimated $3K.
  • Migdal Insurance & Financial Holdings first reported a position in Apple Hospitality REIT in Q3 2020 and held it in 17 quarters.
  • Migdal Insurance & Financial Holdings's Apple Hospitality REIT position peaked at $649K in Q3 2020.
  • 340 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.