MFG
ARI

Mendota Financial Group’s Apollo Commercial Real Estate ARI Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-8
Closed -$74 – 436
2024
Q3 		$74 Buy
+8
New +$82 ﹤0.01% 1037

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mendota Financial Group's ARI Position: Q4 2024 in Review

Mendota Financial Group sold out of Apollo Commercial Real Estate (ARI) in Q4 2024, closing a stake of 8 shares — an estimated $74 sold.

Mendota Financial Group first reported a position in ARI in Q3 2024 and held it in 1 quarter. The position peaked at $74 in Q3 2024. 239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

  • Mendota Financial Group reported no remaining Apollo Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 8 Apollo Commercial Real Estate shares in Q4 2024, an estimated $74.
  • Mendota Financial Group first reported a position in Apollo Commercial Real Estate in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Apollo Commercial Real Estate position peaked at $74 in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.