FCM
ARI

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

Family 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
2023
Q4 		– Sell
-10,272
Closed -$104K – 74
2023
Q3 		$104K Buy
10,272
+17
+0.2% +$185 0.07% 81
2023
Q2 		$116K Buy
10,255
+22
+0.2% +$222 0.07% 79
2023
Q1 		$95.3K Sell
10,233
-1,115
-10% -$12.3K 0.04% 75
2022
Q4 		$122K Buy
+11,348
New +$124K 0.08% 73

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Family Capital Management's ARI Position: Q4 2023 in Review

Family Capital Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2023, closing a stake of 10,272 shares — an estimated $104K sold.

Family Capital Management first reported a position in ARI in Q4 2022 and held it in 4 quarters. The position peaked at $122K in Q4 2022. 233 funds tracked by Wall St. Rank hold ARI as of Q4 2023.

  • Family Capital Management reported no remaining Apollo Commercial Real Estate position as of Q4 2023 after selling out during the quarter.
  • Family Capital Management sold 10,272 Apollo Commercial Real Estate shares in Q4 2023, an estimated $104K.
  • Family Capital Management first reported a position in Apollo Commercial Real Estate in Q4 2022 and held it in 4 quarters.
  • Family Capital Management's Apollo Commercial Real Estate position peaked at $122K in Q4 2022.
  • 233 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2023.

Based on Family Capital Management's 13F filing for Q4 2023, filed 31 Jan 2024.