Whittier Trust’s Apple Hospitality REIT APLE Stock Holding History

Whittier Trust’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	-57	Closed	-$874	–	1514
2023 Q3	$874	Buy	+57	New	+$872	﹤0.01%	1530

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

Whittier Trust's APLE Position: Q4 2023 in Review

Whittier Trust sold out of Apple Hospitality REIT (APLE) in Q4 2023, closing a stake of 57 shares — an estimated $874 sold.

Whittier Trust first reported a position in APLE in Q3 2023 and held it in 1 quarter. The position peaked at $874 in Q3 2023. 315 funds tracked by Wall St. Rank hold APLE as of Q4 2023.

Whittier Trust reported no remaining Apple Hospitality REIT position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 57 Apple Hospitality REIT shares in Q4 2023, an estimated $874.
Whittier Trust first reported a position in Apple Hospitality REIT in Q3 2023 and held it in 1 quarter.
Whittier Trust's Apple Hospitality REIT position peaked at $874 in Q3 2023.
315 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.