Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$373,237.78
% of Total Estimate Gain
22.26%

UBS U.S. SMALL CAP GROWTH FUND's AppFolio Inc Holding Summary

As of 2025-03-31, UBS FUNDS held - shares of AppFolio Inc(APPF), totaling N/A. This investment constitutes 0% of their stock portfolio, and UBS FUNDS now holds 0% of the outstanding AppFolio Inc(APPF) stock.

The initial trade took place in 2023Q4. And since then UBS U.S. SMALL CAP GROWTH FUND has made 2 purchases of APPF, at an average price of $187.82, for a total of 8,929.00 shares. In addition, there have been 3 sales at an average price of $229.62 for 8,929.00 shares. Based on historical transaction data and APPF's current price of $235.49, UBS U.S. SMALL CAP GROWTH FUND's estimated gain on his APPF holdings is $373,237.78, reflecting a 22.26% gain to date.

UBS U.S. SMALL CAP GROWTH FUND APPF ($235.49) Holding Chart

UBS U.S. SMALL CAP GROWTH FUND APPF ($235.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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