Connor, Clark & Lunn Investment Management (CC&L)
ARI

Connor, Clark & Lunn Investment Management (CC&L)’s Apollo Commercial Real Estate ARI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2024
Q4 		– Sell
-35,060
Closed -$322K – 1407
2024
Q3 		$322K Buy
+35,060
New +$357K ﹤0.01% 1215
2021
Q4 		– Sell
-43,940
Closed -$652K – 1079
2021
Q3 		$652K Sell
43,940
-451,113
-91% -$6.9M ﹤0.01% 721
2021
Q2 		$7.9M Buy
495,053
+340,436
+220% +$5.26M 0.04% 267
2021
Q1 		$2.16M Buy
+154,617
New +$1.98M 0.01% 546
2020
Q1 		– Sell
-59,550
Closed -$1.09M – 1012
2019
Q4 		$1.09M Sell
59,550
-99,850
-63% -$1.84M 0.01% 531
2019
Q3 		$3.06M Buy
159,400
+79,800
+100% +$1.5M 0.02% 338
2019
Q2 		$1.46M Buy
+79,600
New +$1.48M 0.01% 503
2018
Q3 		– Sell
-33,925
Closed -$620K – 922
2018
Q2 		$620K Buy
+33,925
New +$622K ﹤0.01% 722
2015
Q1 		– Sell
-13,200
Closed -$216K – 567
2014
Q4 		$216K Buy
13,200
+2,200
+20% +$36.1K ﹤0.01% 517
2014
Q3 		$173K Buy
+11,000
New +$182K ﹤0.01% 506

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s ARI Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Apollo Commercial Real Estate (ARI) in Q4 2024, closing a stake of 35,060 shares — an estimated $322K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ARI in Q3 2014 and held it in 10 quarters. The position peaked at $7.9M in Q2 2021. 239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Apollo Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 35,060 Apollo Commercial Real Estate shares in Q4 2024, an estimated $322K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Apollo Commercial Real Estate in Q3 2014 and held it in 10 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Apollo Commercial Real Estate position peaked at $7.9M in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.