Everence Capital Management’s Apollo Commercial Real Estate ARI Stock Holding History

Everence Capital Management’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	-24,020	Closed	-$221K	–	834
2024 Q3	$221K	Buy	24,020 +3,530	+17%	+$36K	0.01%	692
2024 Q2	$197K	Hold	20,490	–	–	0.01%	684
2024 Q1	$228K	Hold	20,490	–	–	0.02%	671
2023 Q4	$241K	Hold	20,490	–	–	0.02%	640
2023 Q3	$208K	Hold	20,490	–	–	0.02%	662
2023 Q2	$207K	Hold	20,490	–	–	0.02%	637
2023 Q1	$191K	Hold	20,490	–	–	0.02%	694
2022 Q4	$220K	Sell	20,490 -11,200	-35%	-$122K	0.02%	656
2022 Q3	$263K	Hold	31,690	–	–	0.02%	554
2022 Q2	$331K	Hold	31,690	–	–	0.03%	485
2022 Q1	$441K	Hold	31,690	–	–	0.03%	444
2021 Q4	$417K	Hold	31,690	–	–	0.03%	486
2021 Q3	$470K	Hold	31,690	–	–	0.04%	420
2021 Q2	$505K	Hold	31,690	–	–	0.04%	393
2021 Q1	$443K	Buy	31,690 +9,690	+44%	+$124K	0.04%	415
2020 Q4	$246K	Hold	22,000	–	–	0.02%	584
2020 Q3	$198K	Hold	22,000	–	–	0.02%	585
2020 Q2	$181K	Hold	22,000	–	–	0.02%	592
2020 Q1	$163K	Hold	22,000	–	–	0.02%	545
2019 Q4	$402K	Hold	22,000	–	–	0.06%	364
2019 Q3	$422K	Hold	22,000	–	–	0.07%	313
2019 Q2	$405K	Hold	22,000	–	–	0.07%	324
2019 Q1	$400K	Buy	+22,000	New	+$396K	0.07%	314

Other funds holding ARI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Everence Capital Management's ARI Position: Q4 2024 in Review

Everence Capital Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2024, closing a stake of 24,020 shares — an estimated $221K sold.

Everence Capital Management first reported a position in ARI in Q1 2019 and held it in 23 quarters. The position peaked at $505K in Q2 2021. 239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

Everence Capital Management reported no remaining Apollo Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 24,020 Apollo Commercial Real Estate shares in Q4 2024, an estimated $221K.
Everence Capital Management first reported a position in Apollo Commercial Real Estate in Q1 2019 and held it in 23 quarters.
Everence Capital Management's Apollo Commercial Real Estate position peaked at $505K in Q2 2021.
239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.