SGI
ARI

Summit Global Investments’s Apollo Commercial Real Estate ARI Stock Holding History

Summit Global Investments’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
2023
Q2 		– Sell
-22,000
Closed -$205K – 532
2023
Q1 		$205K Buy
+22,000
New +$244K 0.02% 483
2018
Q1 		– Sell
-30,300
Closed -$559K – 268
2017
Q4 		$559K Buy
+30,300
New +$559K 0.09% 178

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Summit Global Investments's ARI Position: Q2 2023 in Review

Summit Global Investments sold out of Apollo Commercial Real Estate (ARI) in Q2 2023, closing a stake of 22,000 shares — an estimated $205K sold.

Summit Global Investments first reported a position in ARI in Q4 2017 and held it in 2 quarters. The position peaked at $559K in Q4 2017. 240 funds tracked by Wall St. Rank hold ARI as of Q2 2023.

  • Summit Global Investments reported no remaining Apollo Commercial Real Estate position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 22,000 Apollo Commercial Real Estate shares in Q2 2023, an estimated $205K.
  • Summit Global Investments first reported a position in Apollo Commercial Real Estate in Q4 2017 and held it in 2 quarters.
  • Summit Global Investments's Apollo Commercial Real Estate position peaked at $559K in Q4 2017.
  • 240 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.