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Winton Group’s Apple Hospitality REIT APLE Stock Holding History

Winton 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
2024
Q3 		– Sell
-38,744
Closed -$563K – 618
2024
Q2 		$563K Buy
+38,744
New +$578K 0.04% 408
2021
Q4 		– Sell
-68,108
Closed -$1.07M – 1016
2021
Q3 		$1.07M Sell
68,108
-13,721
-17% -$206K 0.06% 466
2021
Q2 		$1.25M Sell
81,829
-10,706
-12% -$166K 0.07% 407
2021
Q1 		$1.35M Sell
92,535
-2,819
-3% -$39.1K 0.08% 309
2020
Q4 		$1.23M Sell
95,354
-14,064
-13% -$167K 0.09% 302
2020
Q3 		$1.05M Sell
109,418
-574,862
-84% -$5.54M 0.03% 802
2020
Q2 		$6.61M Sell
684,280
-2,023
-0.3% -$19.2K 0.17% 129
2020
Q1 		$6.29M Buy
686,303
+235,867
+52% +$3.1M 0.17% 172
2019
Q4 		$7.32M Buy
450,436
+157,752
+54% +$2.55M 0.1% 341
2019
Q3 		$4.85M Buy
292,684
+234,696
+405% +$3.71M 0.06% 337
2019
Q2 		$920K Buy
57,988
+42,452
+273% +$687K 0.02% 437
2019
Q1 		$253K Buy
+15,536
New +$249K 0.01% 863

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 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Winton Group's APLE Position: Q3 2024 in Review

Winton Group sold out of Apple Hospitality REIT (APLE) in Q3 2024, closing a stake of 38,744 shares — an estimated $563K sold.

Winton Group first reported a position in APLE in Q1 2019 and held it in 12 quarters. The position peaked at $7.32M in Q4 2019. 317 funds tracked by Wall St. Rank hold APLE as of Q3 2024.

  • Winton Group reported no remaining Apple Hospitality REIT position as of Q3 2024 after selling out during the quarter.
  • Winton Group sold 38,744 Apple Hospitality REIT shares in Q3 2024, an estimated $563K.
  • Winton Group first reported a position in Apple Hospitality REIT in Q1 2019 and held it in 12 quarters.
  • Winton Group's Apple Hospitality REIT position peaked at $7.32M in Q4 2019.
  • 317 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2024.

Based on Winton Group's 13F filing for Q3 2024, filed 12 Nov 2024.