EMFAT
ARI

Emerald Mutual Fund Advisers Trust’s Apollo Commercial Real Estate ARI Stock Holding History

Emerald Mutual Fund Advisers Trust’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
Q3 		– Sell
-31,420
Closed -$308K – 319
2020
Q2 		$308K Buy
+31,420
New +$267K 0.01% 218

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's ARI Position: Q3 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Apollo Commercial Real Estate (ARI) in Q3 2020, closing a stake of 31,420 shares — an estimated $308K sold.

Emerald Mutual Fund Advisers Trust first reported a position in ARI in Q2 2020 and held it in 1 quarter. The position peaked at $308K in Q2 2020. 217 funds tracked by Wall St. Rank hold ARI as of Q3 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Apollo Commercial Real Estate position as of Q3 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 31,420 Apollo Commercial Real Estate shares in Q3 2020, an estimated $308K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Apollo Commercial Real Estate in Q2 2020 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Apollo Commercial Real Estate position peaked at $308K in Q2 2020.
  • 217 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2020, filed 28 Oct 2020.