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Montag & Associates’s Apollo Commercial Real Estate ARI Stock Holding History

Montag & Associates’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
2021
Q4 		– Sell
-5,000
Closed -$74K – 859
2021
Q3 		$74K Hold
5,000
– – ﹤0.01% 513
2021
Q2 		$80K Hold
5,000
– – ﹤0.01% 494
2021
Q1 		$70K Sell
5,000
-3,500
-41% -$44.9K ﹤0.01% 512
2020
Q4 		$95K Buy
+8,500
New +$87.2K 0.01% 456

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montag & Associates's ARI Position: Q4 2021 in Review

Montag & Associates sold out of Apollo Commercial Real Estate (ARI) in Q4 2021, closing a stake of 5,000 shares — an estimated $74K sold.

Montag & Associates first reported a position in ARI in Q4 2020 and held it in 4 quarters. The position peaked at $95K in Q4 2020. 228 funds tracked by Wall St. Rank hold ARI as of Q4 2021.

  • Montag & Associates reported no remaining Apollo Commercial Real Estate position as of Q4 2021 after selling out during the quarter.
  • Montag & Associates sold 5,000 Apollo Commercial Real Estate shares in Q4 2021, an estimated $74K.
  • Montag & Associates first reported a position in Apollo Commercial Real Estate in Q4 2020 and held it in 4 quarters.
  • Montag & Associates's Apollo Commercial Real Estate position peaked at $95K in Q4 2020.
  • 228 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2021.

Based on Montag & Associates's 13F filing for Q4 2021, filed 9 Feb 2022.