Security National Trust’s Apollo Commercial Real Estate ARI Stock Holding History

Security National Trust’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	-8,400	Closed	-$153K	–	369
2019 Q1	$153K	Hold	8,400	–	–	0.05%	174
2018 Q4	$140K	Hold	8,400	–	–	0.05%	175
2018 Q3	$158K	Hold	8,400	–	–	0.05%	181
2018 Q2	$153K	Hold	8,400	–	–	0.05%	181
2018 Q1	$151K	Hold	8,400	–	–	0.05%	183
2017 Q4	$155K	Hold	8,400	–	–	0.05%	185
2017 Q3	$152K	Hold	8,400	–	–	0.05%	193
2017 Q2	$156K	Buy	8,400 +2,400	+40%	+$44.9K	0.05%	190
2017 Q1	$113K	Buy	+6,000	New	+$107K	0.04%	219

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Security National Trust's ARI Position: Q2 2019 in Review

Security National Trust sold out of Apollo Commercial Real Estate (ARI) in Q2 2019, closing a stake of 8,400 shares — an estimated $153K sold.

Security National Trust first reported a position in ARI in Q1 2017 and held it in 9 quarters. The position peaked at $158K in Q3 2018. 243 funds tracked by Wall St. Rank hold ARI as of Q2 2019.

Security National Trust reported no remaining Apollo Commercial Real Estate position as of Q2 2019 after selling out during the quarter.
Security National Trust sold 8,400 Apollo Commercial Real Estate shares in Q2 2019, an estimated $153K.
Security National Trust first reported a position in Apollo Commercial Real Estate in Q1 2017 and held it in 9 quarters.
Security National Trust's Apollo Commercial Real Estate position peaked at $158K in Q3 2018.
243 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2019.

Based on Security National Trust's 13F filing for Q2 2019, filed 15 Aug 2019.