Wellington Management Group
APLE icon

Wellington Management Group’s Apple Hospitality REIT APLE Stock Holding History

Wellington Management 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
2020
Q3 		– Sell
-128,204
Closed -$1.24M – 1878
2020
Q2 		$1.24M Sell
128,204
-259,482
-67% -$2.47M ﹤0.01% 1452
2020
Q1 		$3.56M Buy
387,686
+37,003
+11% +$486K ﹤0.01% 1262
2019
Q4 		$5.7M Buy
350,683
+22,423
+7% +$363K ﹤0.01% 1303
2019
Q3 		$5.44M Sell
328,260
-58,897
-15% -$932K ﹤0.01% 1326
2019
Q2 		$6.14M Buy
387,157
+315,652
+441% +$5.11M ﹤0.01% 1329
2019
Q1 		$1.17M Buy
71,505
+1,359
+2% +$21.8K ﹤0.01% 1727
2018
Q4 		$1M Buy
70,146
+20,592
+42% +$327K ﹤0.01% 1796
2018
Q3 		$867K Buy
49,554
+674
+1% +$12K ﹤0.01% 1912
2018
Q2 		$874K Hold
48,880
– – ﹤0.01% 1921
2018
Q1 		$859K Hold
48,880
– – ﹤0.01% 1924
2017
Q4 		$958K Hold
48,880
– – ﹤0.01% 1917
2017
Q3 		$924K Hold
48,880
– – ﹤0.01% 1904
2017
Q2 		$913K Hold
48,880
– – ﹤0.01% 1902
2017
Q1 		$934K Buy
48,880
+29,650
+154% +$585K ﹤0.01% 1936
2016
Q4 		$384K Sell
19,230
-52,761
-73% -$981K ﹤0.01% 2052
2016
Q3 		$1.33M Buy
+71,991
New +$1.4M ﹤0.01% 1772

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group's APLE Position: Q3 2020 in Review

Wellington Management Group sold out of Apple Hospitality REIT (APLE) in Q3 2020, closing a stake of 128,204 shares — an estimated $1.24M sold.

Wellington Management Group first reported a position in APLE in Q3 2016 and held it in 16 quarters. The position peaked at $6.14M in Q2 2019. 239 funds tracked by Wall St. Rank hold APLE as of Q3 2020.

  • Wellington Management Group reported no remaining Apple Hospitality REIT position as of Q3 2020 after selling out during the quarter.
  • Wellington Management Group sold 128,204 Apple Hospitality REIT shares in Q3 2020, an estimated $1.24M.
  • Wellington Management Group first reported a position in Apple Hospitality REIT in Q3 2016 and held it in 16 quarters.
  • Wellington Management Group's Apple Hospitality REIT position peaked at $6.14M in Q2 2019.
  • 239 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2020.

Based on Wellington Management Group's 13F filing for Q3 2020, filed 16 Nov 2020.