Jacobs Levy Equity Management
ARI

Jacobs Levy Equity Management’s Apollo Commercial Real Estate ARI Stock Holding History

Jacobs Levy Equity 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
2014
Q1 		– Sell
-26,100
Closed -$424K – 891
2013
Q4 		$424K Sell
26,100
-18,600
-42% -$302K 0.01% 746
2013
Q3 		$683K Hold
44,700
– – 0.01% 609
2013
Q2 		$710K Buy
+44,700
New +$770K 0.01% 650

Other funds holding ARI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jacobs Levy Equity Management's ARI Position: Q1 2014 in Review

Jacobs Levy Equity Management sold out of Apollo Commercial Real Estate (ARI) in Q1 2014, closing a stake of 26,100 shares — an estimated $424K sold.

Jacobs Levy Equity Management first reported a position in ARI in Q2 2013 and held it in 3 quarters. The position peaked at $710K in Q2 2013. 129 funds tracked by Wall St. Rank hold ARI as of Q1 2014.

  • Jacobs Levy Equity Management reported no remaining Apollo Commercial Real Estate position as of Q1 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 26,100 Apollo Commercial Real Estate shares in Q1 2014, an estimated $424K.
  • Jacobs Levy Equity Management first reported a position in Apollo Commercial Real Estate in Q2 2013 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Apollo Commercial Real Estate position peaked at $710K in Q2 2013.
  • 129 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2014, filed 15 May 2014.