Psagot Value Holdings’s Apple Hospitality REIT APLE Stock Holding History

Psagot Value 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 Q1	–	Sell	-221	Closed	-$4K	–	162
2023 Q4	$4K	Buy	221 +202	+1,063%	+$3.28K	﹤0.01%	420
2023 Q3	$0	Sell	19 -21	-53%	-$321	﹤0.01%	510
2023 Q2	$1K	Buy	40 +9	+29%	+$136	﹤0.01%	492
2023 Q1	$0	Buy	+31	New	+$507	﹤0.01%	495
2021 Q4	–	Sell	-13,334	Closed	-$210K	–	369
2021 Q3	$210K	Sell	13,334 -679,164	-98%	-$10.2M	0.04%	257
2021 Q2	$10.6M	Buy	692,498 +404,555	+140%	+$6.29M	0.38%	56
2021 Q1	$4.2M	Buy	+287,943	New	+$4M	0.09%	128

Other funds holding APLE

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Psagot Value Holdings's APLE Position: Q1 2024 in Review

Psagot Value Holdings sold out of Apple Hospitality REIT (APLE) in Q1 2024, closing a stake of 221 shares — an estimated $4K sold.

Psagot Value Holdings first reported a position in APLE in Q1 2021 and held it in 7 quarters. The position peaked at $10.6M in Q2 2021. 306 funds tracked by Wall St. Rank hold APLE as of Q1 2024.

Psagot Value Holdings reported no remaining Apple Hospitality REIT position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 221 Apple Hospitality REIT shares in Q1 2024, an estimated $4K.
Psagot Value Holdings first reported a position in Apple Hospitality REIT in Q1 2021 and held it in 7 quarters.
Psagot Value Holdings's Apple Hospitality REIT position peaked at $10.6M in Q2 2021.
306 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.