Summit Global Investments’s Apple Hospitality REIT APLE Stock Holding History

Summit Global Investments’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
2023 Q4	–	Sell	-26,700	Closed	-$410K	–	509
2023 Q3	$410K	Hold	26,700	–	–	0.03%	372
2023 Q2	$403K	Buy	26,700 +5,500	+26%	+$83.4K	0.03%	378
2023 Q1	$329K	Buy	+21,200	New	+$347K	0.03%	409
2020 Q1	–	Sell	-57,090	Closed	-$928K	–	220
2019 Q4	$928K	Buy	57,090 +60	+0.1%	+$971	0.1%	146
2019 Q3	$946K	Buy	57,030 +10,730	+23%	+$170K	0.11%	118
2019 Q2	$734K	Sell	46,300 -300	-0.6%	-$4.86K	0.09%	171
2019 Q1	$760K	Buy	46,600 +2,800	+6%	+$44.9K	0.1%	134
2018 Q4	$625K	Buy	+43,800	New	+$696K	0.1%	195

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

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

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

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

Summit Global Investments's APLE Position: Q4 2023 in Review

Summit Global Investments sold out of Apple Hospitality REIT (APLE) in Q4 2023, closing a stake of 26,700 shares — an estimated $410K sold.

Summit Global Investments first reported a position in APLE in Q4 2018 and held it in 8 quarters. The position peaked at $946K in Q3 2019. 315 funds tracked by Wall St. Rank hold APLE as of Q4 2023.

Summit Global Investments reported no remaining Apple Hospitality REIT position as of Q4 2023 after selling out during the quarter.
Summit Global Investments sold 26,700 Apple Hospitality REIT shares in Q4 2023, an estimated $410K.
Summit Global Investments first reported a position in Apple Hospitality REIT in Q4 2018 and held it in 8 quarters.
Summit Global Investments's Apple Hospitality REIT position peaked at $946K in Q3 2019.
315 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.