Occudo Quantitative Strategies’s Appian APPN Stock Holding History

Occudo Quantitative Strategies’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
2023 Q4	–	Sell	-31,561	Closed	-$1.44M	–	789
2023 Q3	$1.44M	Buy	31,561 +8,120	+35%	+$389K	0.19%	162
2023 Q2	$1.12M	Buy	23,441 +12,833	+121%	+$541K	0.12%	297
2023 Q1	$471K	Buy	+10,608	New	+$429K	0.04%	537
2022 Q2	–	Sell	-42,328	Closed	-$2.57M	–	1124
2022 Q1	$2.57M	Buy	42,328 +1,925	+5%	+$109K	0.22%	109
2021 Q4	$2.63M	Buy	40,403 +28,869	+250%	+$2.4M	0.23%	112
2021 Q3	$1.07M	Buy	+11,534	New	+$1.28M	0.13%	259
2021 Q2	–	Sell	-5,494	Closed	-$730K	–	865
2021 Q1	$730K	Buy	5,494 +2,887	+111%	+$511K	0.16%	214
2020 Q4	$423K	Buy	+2,607	New	+$292K	0.13%	295

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Occudo Quantitative Strategies's APPN Position: Q4 2023 in Review

Occudo Quantitative Strategies sold out of Appian (APPN) in Q4 2023, closing a stake of 31,561 shares — an estimated $1.44M sold.

Occudo Quantitative Strategies first reported a position in APPN in Q4 2020 and held it in 8 quarters. The position peaked at $2.63M in Q4 2021. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

Occudo Quantitative Strategies reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
Occudo Quantitative Strategies sold 31,561 Appian shares in Q4 2023, an estimated $1.44M.
Occudo Quantitative Strategies first reported a position in Appian in Q4 2020 and held it in 8 quarters.
Occudo Quantitative Strategies's Appian position peaked at $2.63M in Q4 2021.
215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2023, filed 14 Feb 2024.