UFF
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USA Financial Formulas’s Apple Hospitality REIT APLE Stock Holding History

USA Financial Formulas’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
2022
Q3 		– Sell
-1,637
Closed -$24K – 301
2022
Q2 		$24K Sell
1,637
-7
-0.4% -$116 0.03% 122
2022
Q1 		$30K Buy
+1,644
New +$28.1K 0.03% 144

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

USA Financial Formulas's APLE Position: Q3 2022 in Review

USA Financial Formulas sold out of Apple Hospitality REIT (APLE) in Q3 2022, closing a stake of 1,637 shares — an estimated $24K sold.

USA Financial Formulas first reported a position in APLE in Q1 2022 and held it in 2 quarters. The position peaked at $30K in Q1 2022. 282 funds tracked by Wall St. Rank hold APLE as of Q3 2022.

  • USA Financial Formulas reported no remaining Apple Hospitality REIT position as of Q3 2022 after selling out during the quarter.
  • USA Financial Formulas sold 1,637 Apple Hospitality REIT shares in Q3 2022, an estimated $24K.
  • USA Financial Formulas first reported a position in Apple Hospitality REIT in Q1 2022 and held it in 2 quarters.
  • USA Financial Formulas's Apple Hospitality REIT position peaked at $30K in Q1 2022.
  • 282 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.