ClearBridge Investments
ARI

ClearBridge Investments’s Apollo Commercial Real Estate ARI Stock Holding History

ClearBridge Investments’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
2018
Q1 		– Sell
-1,000
Closed -$18K – 1193
2017
Q4 		$18K Sell
1,000
-400
-29% -$7.38K ﹤0.01% 1002
2017
Q3 		$25K Buy
1,400
+400
+40% +$7.24K ﹤0.01% 1011
2017
Q2 		$19K Hold
1,000
– – ﹤0.01% 1050
2017
Q1 		$19K Hold
1,000
– – ﹤0.01% 1009
2016
Q4 		$17K Hold
1,000
– – ﹤0.01% 998
2016
Q3 		$16K Buy
+1,000
New +$16.4K ﹤0.01% 956

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ClearBridge Investments's ARI Position: Q1 2018 in Review

ClearBridge Investments sold out of Apollo Commercial Real Estate (ARI) in Q1 2018, closing a stake of 1,000 shares — an estimated $18K sold.

ClearBridge Investments first reported a position in ARI in Q3 2016 and held it in 6 quarters. The position peaked at $25K in Q3 2017. 235 funds tracked by Wall St. Rank hold ARI as of Q1 2018.

  • ClearBridge Investments reported no remaining Apollo Commercial Real Estate position as of Q1 2018 after selling out during the quarter.
  • ClearBridge Investments sold 1,000 Apollo Commercial Real Estate shares in Q1 2018, an estimated $18K.
  • ClearBridge Investments first reported a position in Apollo Commercial Real Estate in Q3 2016 and held it in 6 quarters.
  • ClearBridge Investments's Apollo Commercial Real Estate position peaked at $25K in Q3 2017.
  • 235 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2018.

Based on ClearBridge Investments's 13F filing for Q1 2018, filed 15 May 2018.