Berman Capital Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Berman Capital Advisors’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
2021 Q3	$18K	Sell	1,242 -120	-9%	-$1.83K	﹤0.01%	1007
2021 Q2	$21K	Buy	1,362 +120	+10%	+$1.85K	﹤0.01%	878
2021 Q1	$17K	Buy	1,242 +3	+0.2%	+$38	﹤0.01%	834
2020 Q4	$13K	Buy	1,239 +115	+10%	+$1.18K	﹤0.01%	807
2020 Q3	$10K	Sell	1,124 -70	-6%	-$644	﹤0.01%	784
2020 Q2	$11K	Buy	1,194 +863	+261%	+$7.32K	﹤0.01%	710
2020 Q1	$2K	Sell	331 -236	-42%	-$3.68K	﹤0.01%	1093
2019 Q4	$10K	Buy	567 +9	+2%	+$166	﹤0.01%	729
2019 Q3	$10K	Buy	558 +9	+2%	+$170	﹤0.01%	698
2019 Q2	$10K	Buy	549 +221	+67%	+$4.11K	﹤0.01%	710
2019 Q1	$5K	Buy	328 +118	+56%	+$2.12K	﹤0.01%	847
2018 Q4	$3K	Buy	+210	New	+$3.88K	﹤0.01%	781

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Berman Capital Advisors's ARI Position: Q3 2021 in Review

Berman Capital Advisors reduced its Apollo Commercial Real Estate (ARI) stake by 8.8% in Q3 2021, selling an estimated $1.83K and leaving 1,242 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Berman Capital Advisors first reported a position in ARI in Q4 2018 and has held it in 12 quarters since. The position peaked at $21K in Q2 2021. 209 funds tracked by Wall St. Rank hold ARI as of Q3 2021.

Berman Capital Advisors held 1,242 shares of Apollo Commercial Real Estate worth $18K as of Q3 2021.
Berman Capital Advisors sold 120 Apollo Commercial Real Estate shares in Q3 2021, an estimated $1.83K.
Apollo Commercial Real Estate made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1007 holding.
Berman Capital Advisors first reported a position in Apollo Commercial Real Estate in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Apollo Commercial Real Estate position peaked at $21K in Q2 2021.
209 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.