SkyOak Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

SkyOak Wealth’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
2020 Q3	–	Sell	-13,273	Closed	-$130K	–	206
2020 Q2	$130K	Sell	13,273 -1,322	-9%	-$11.2K	0.05%	227
2020 Q1	$108K	Sell	14,595 -20,004	-58%	-$312K	0.06%	197
2019 Q4	$633K	Buy	+34,599	New	+$639K	0.2%	119

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SkyOak Wealth's ARI Position: Q3 2020 in Review

SkyOak Wealth sold out of Apollo Commercial Real Estate (ARI) in Q3 2020, closing a stake of 13,273 shares — an estimated $130K sold.

SkyOak Wealth first reported a position in ARI in Q4 2019 and held it in 3 quarters. The position peaked at $633K in Q4 2019. 217 funds tracked by Wall St. Rank hold ARI as of Q3 2020.

SkyOak Wealth reported no remaining Apollo Commercial Real Estate position as of Q3 2020 after selling out during the quarter.
SkyOak Wealth sold 13,273 Apollo Commercial Real Estate shares in Q3 2020, an estimated $130K.
SkyOak Wealth first reported a position in Apollo Commercial Real Estate in Q4 2019 and held it in 3 quarters.
SkyOak Wealth's Apollo Commercial Real Estate position peaked at $633K in Q4 2019.
217 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.