Loomis, Sayles & Company
ARI

Loomis, Sayles & Company’s Apollo Commercial Real Estate ARI Stock Holding History

Loomis, Sayles & Company’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
2019
Q2 		– Sell
-886
Closed -$16K – 580
2019
Q1 		$16K Sell
886
-315
-26% -$5.67K ﹤0.01% 680
2018
Q4 		$20K Sell
1,201
-625
-34% -$11.5K ﹤0.01% 695
2018
Q3 		$34K Buy
1,826
+1,358
+290% +$25.9K ﹤0.01% 640
2018
Q2 		$9K Buy
468
+8
+2% +$147 ﹤0.01% 799
2018
Q1 		$8K Buy
460
+24
+6% +$439 ﹤0.01% 821
2017
Q4 		$8K Buy
+436
New +$8.04K ﹤0.01% 794

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Loomis, Sayles & Company's ARI Position: Q2 2019 in Review

Loomis, Sayles & Company sold out of Apollo Commercial Real Estate (ARI) in Q2 2019, closing a stake of 886 shares — an estimated $16K sold.

Loomis, Sayles & Company first reported a position in ARI in Q4 2017 and held it in 6 quarters. The position peaked at $34K in Q3 2018. 243 funds tracked by Wall St. Rank hold ARI as of Q2 2019.

  • Loomis, Sayles & Company reported no remaining Apollo Commercial Real Estate position as of Q2 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 886 Apollo Commercial Real Estate shares in Q2 2019, an estimated $16K.
  • Loomis, Sayles & Company first reported a position in Apollo Commercial Real Estate in Q4 2017 and held it in 6 quarters.
  • Loomis, Sayles & Company's Apollo Commercial Real Estate position peaked at $34K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2019.

Based on Loomis, Sayles & Company's 13F filing for Q2 2019, filed 14 Aug 2019.