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Summit Securities Group’s Apple Hospitality REIT APLE Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-1
Closed – – 798
2022
Q4 		$0 Buy
+1
New +$16 ﹤0.01% 1144

Other funds holding APLE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Summit Securities Group's APLE Position: Q1 2023 in Review

Summit Securities Group sold out of Apple Hospitality REIT (APLE) in Q1 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in APLE in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 276 funds tracked by Wall St. Rank hold APLE as of Q1 2023.

  • Summit Securities Group reported no remaining Apple Hospitality REIT position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 1 Apple Hospitality REIT share in Q1 2023.
  • Summit Securities Group first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's Apple Hospitality REIT position peaked at $0 in Q4 2022.
  • 276 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.