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UBS O'Connor’s Apple Hospitality REIT APLE Stock Holding History

UBS O'Connor’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
-73,404
Closed -$1.09M – 432
2024
Q3 		$1.09M Sell
73,404
-56,573
-44% -$819K 0.03% 268
2024
Q2 		$1.89M Sell
129,977
-18,023
-12% -$269K 0.05% 200
2024
Q1 		$2.42M Buy
148,000
+109,035
+280% +$1.78M 0.07% 148
2023
Q4 		$647K Sell
38,965
-129,277
-77% -$2.1M 0.02% 323
2023
Q3 		$2.58M Buy
+168,242
New +$2.57M 0.05% 194
2021
Q1 		– Sell
-297,095
Closed -$3.83M – 811
2020
Q4 		$3.83M Buy
+297,095
New +$3.53M 0.08% 277

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

UBS O'Connor's APLE Position: Q4 2024 in Review

UBS O'Connor sold out of Apple Hospitality REIT (APLE) in Q4 2024, closing a stake of 73,404 shares — an estimated $1.09M sold.

UBS O'Connor first reported a position in APLE in Q4 2020 and held it in 6 quarters. The position peaked at $3.83M in Q4 2020. 340 funds tracked by Wall St. Rank hold APLE as of Q4 2024.

  • UBS O'Connor reported no remaining Apple Hospitality REIT position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 73,404 Apple Hospitality REIT shares in Q4 2024, an estimated $1.09M.
  • UBS O'Connor first reported a position in Apple Hospitality REIT in Q4 2020 and held it in 6 quarters.
  • UBS O'Connor's Apple Hospitality REIT position peaked at $3.83M in Q4 2020.
  • 340 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.