Horizon Investments’s Apollo Commercial Real Estate ARI Stock Holding History

Horizon Investments’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 Q2	–	Sell	-18,560	Closed	-$138K	–	431
2020 Q1	$138K	Buy	+18,560	New	+$290K	0.01%	297
2017 Q1	–	Sell	-11,723	Closed	-$195K	–	151
2016 Q4	$195K	Buy	11,723 +135	+1%	+$2.27K	0.01%	153
2016 Q3	$190K	Sell	11,588 -6,433	-36%	-$106K	0.01%	108
2016 Q2	$290K	Sell	18,021 -174	-1%	-$2.79K	0.02%	97
2016 Q1	$297K	Buy	18,195 +3,024	+20%	+$48.6K	0.02%	85
2015 Q4	$261K	Sell	15,171 -720	-5%	-$12.3K	0.02%	77
2015 Q3	$250K	Buy	+15,891	New	+$264K	0.02%	73

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

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Horizon Investments's ARI Position: Q2 2020 in Review

Horizon Investments sold out of Apollo Commercial Real Estate (ARI) in Q2 2020, closing a stake of 18,560 shares — an estimated $138K sold.

Horizon Investments first reported a position in ARI in Q3 2015 and held it in 7 quarters. The position peaked at $297K in Q1 2016. 217 funds tracked by Wall St. Rank hold ARI as of Q2 2020.

Horizon Investments reported no remaining Apollo Commercial Real Estate position as of Q2 2020 after selling out during the quarter.
Horizon Investments sold 18,560 Apollo Commercial Real Estate shares in Q2 2020, an estimated $138K.
Horizon Investments first reported a position in Apollo Commercial Real Estate in Q3 2015 and held it in 7 quarters.
Horizon Investments's Apollo Commercial Real Estate position peaked at $297K in Q1 2016.
217 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2020.

Based on Horizon Investments's 13F filing for Q2 2020, filed 13 Aug 2020.