Wolverine Trading

Wolverine Trading’s AppFolio APPF Stock Holding History

Wolverine Trading’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
2025 Q3	$1.24M	Sell	4,400 -2,300	-34%	-$621K	0.03%	2675
2025 Q2	$1.52M	Buy	6,700 +2,900	+76%	+$632K	0.04%	1917
2025 Q1	$841K	Hold	3,800	–	–	0.03%	2415
2024 Q4	$939K	Sell	3,800 -2,900	-43%	-$679K	0.02%	2716
2024 Q3	$1.57M	Buy	6,700 +3,500	+109%	+$819K	0.04%	1908
2024 Q2	$783K	Buy	3,200 +100	+3%	+$23.3K	0.01%	2421
2024 Q1	$765K	Buy	3,100 +1,000	+48%	+$216K	0.01%	2440
2023 Q4	$364K	Sell	2,100 -800	-28%	-$150K	﹤0.01%	3281
2023 Q3	$530K	Buy	+2,900	New	+$526K	0.01%	2712
2021 Q2	–	Sell	-1,900	Closed	-$263K	–	5900
2021 Q1	$263K	Buy	+1,900	New	+$295K	0.01%	4635
2020 Q2	–	Sell	-10,200	Closed	-$1.1M	–	4565
2020 Q1	$1.1M	Buy	+10,200	New	+$1.22M	0.05%	1840
2019 Q3	–	Sell	-7,900	Closed	-$808K	–	4289
2019 Q2	$808K	Buy	+7,900	New	+$747K	0.03%	2241

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return