Grantham, Mayo, Van Otterloo & Co (GMO)’s Apollo Commercial Real Estate ARI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 Q2	–	Sell	-31,000	Closed	-$289K	–	681
2023 Q1	$289K	Buy	+31,000	New	+$343K	﹤0.01%	621
2017 Q1	–	Sell	-63,278	Closed	-$1.05M	–	577
2016 Q4	$1.05M	Buy	63,278 +6,249	+11%	+$105K	0.01%	367
2016 Q3	$934K	Sell	57,029 -128,636	-69%	-$2.11M	﹤0.01%	360
2016 Q2	$2.98M	Buy	+185,665	New	+$2.98M	0.01%	335

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Grantham, Mayo, Van Otterloo & Co (GMO)'s ARI Position: Q2 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Apollo Commercial Real Estate (ARI) in Q2 2023, closing a stake of 31,000 shares — an estimated $289K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in ARI in Q2 2016 and held it in 4 quarters. The position peaked at $2.98M in Q2 2016. 240 funds tracked by Wall St. Rank hold ARI as of Q2 2023.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Apollo Commercial Real Estate position as of Q2 2023 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 31,000 Apollo Commercial Real Estate shares in Q2 2023, an estimated $289K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Apollo Commercial Real Estate in Q2 2016 and held it in 4 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Apollo Commercial Real Estate position peaked at $2.98M in Q2 2016.
240 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2023, filed 14 Aug 2023.