WG
APPF icon

Winton Group’s AppFolio APPF Stock Holding History

Winton Group’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,734
Closed -$408K – 608
2024
Q3 		$408K Sell
1,734
-2,102
-55% -$492K 0.03% 469
2024
Q2 		$938K Buy
+3,836
New +$894K 0.06% 281
2021
Q4 		– Sell
-3,052
Closed -$367K – 1017
2021
Q3 		$367K Buy
3,052
+34
+1% +$4.42K 0.02% 1012
2021
Q2 		$426K Sell
3,018
-63
-2% -$8.75K 0.02% 1006
2021
Q1 		$436K Sell
3,081
-80
-3% -$12.4K 0.02% 958
2020
Q4 		$569K Sell
3,161
-8,018
-72% -$1.28M 0.04% 721
2020
Q3 		$1.58M Buy
11,179
+2,040
+22% +$314K 0.05% 637
2020
Q2 		$1.49M Buy
9,139
+3,612
+65% +$473K 0.04% 796
2020
Q1 		$613K Buy
+5,527
New +$659K 0.02% 970

Other funds holding APPF

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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return