OSAM
ARI

O'Shaughnessy Asset Management’s Apollo Commercial Real Estate ARI Stock Holding History

O'Shaughnessy Asset 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
2021
Q4 		– Sell
-959
Closed -$14K – 1327
2021
Q3 		$14K Buy
959
+895
+1,398% +$13.7K ﹤0.01% 2053
2021
Q2 		$1K Hold
64
– – ﹤0.01% 2377
2021
Q1 		$1K Hold
64
– – ﹤0.01% 2131
2020
Q4 		$1K Buy
+64
New +$656 ﹤0.01% 1885
2020
Q1 		– Sell
-79
Closed -$1K – 1310
2019
Q4 		$1K Buy
+79
New +$1.46K ﹤0.01% 1714

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM