Altshuler Shaham’s Apollo Commercial Real Estate ARI Stock Holding History

Altshuler Shaham’s Portfolio ARI Stock Details ARI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,439	Closed	-$18K	–	352
2020 Q1	$18K	Buy	2,439 +1,020	+72%	+$15.9K	﹤0.01%	239
2019 Q4	$26K	Buy	1,419 +483	+52%	+$8.92K	﹤0.01%	241
2019 Q3	$18K	Buy	936 +93	+11%	+$1.75K	﹤0.01%	239
2019 Q2	$16K	Sell	843 -25	-3%	-$465	﹤0.01%	239
2019 Q1	$16K	Sell	868 -175	-17%	-$3.15K	﹤0.01%	197
2018 Q4	$17K	Sell	1,043 -485	-32%	-$8.95K	﹤0.01%	181
2018 Q3	$29K	Buy	1,528 +285	+23%	+$5.44K	﹤0.01%	129
2018 Q2	$23K	Buy	1,243 +573	+86%	+$10.5K	﹤0.01%	133
2018 Q1	$12K	Buy	+670	New	+$12.3K	﹤0.01%	181

Other funds holding ARI

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altshuler Shaham's ARI Position: Q2 2020 in Review

Altshuler Shaham sold out of Apollo Commercial Real Estate (ARI) in Q2 2020, closing a stake of 2,439 shares — an estimated $18K sold.

Altshuler Shaham first reported a position in ARI in Q1 2018 and held it in 9 quarters. The position peaked at $29K in Q3 2018. 217 funds tracked by Wall St. Rank hold ARI as of Q2 2020.

Altshuler Shaham reported no remaining Apollo Commercial Real Estate position as of Q2 2020 after selling out during the quarter.
Altshuler Shaham sold 2,439 Apollo Commercial Real Estate shares in Q2 2020, an estimated $18K.
Altshuler Shaham first reported a position in Apollo Commercial Real Estate in Q1 2018 and held it in 9 quarters.
Altshuler Shaham's Apollo Commercial Real Estate position peaked at $29K in Q3 2018.
217 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2020.

Based on Altshuler Shaham's 13F filing for Q2 2020, filed 13 Aug 2020.