SSG
ARI

Summit Securities Group’s Apollo Commercial Real Estate ARI Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-600
Closed -$7K – 458
2023
Q4 		$7K Buy
+600
New +$6.42K ﹤0.01% 537
2022
Q2 		– Sell
-100
Closed -$1K – 944
2022
Q1 		$1K Buy
+100
New +$1.35K ﹤0.01% 1056
2015
Q3 		– Sell
-820
Closed -$13K – 361
2015
Q2 		$13K Buy
+820
New +$14.1K 0.01% 352

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Summit Securities Group's ARI Position: Q1 2024 in Review

Summit Securities Group sold out of Apollo Commercial Real Estate (ARI) in Q1 2024, closing a stake of 600 shares — an estimated $7K sold.

Summit Securities Group first reported a position in ARI in Q2 2015 and held it in 3 quarters. The position peaked at $13K in Q2 2015. 239 funds tracked by Wall St. Rank hold ARI as of Q1 2024.

  • Summit Securities Group reported no remaining Apollo Commercial Real Estate position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 600 Apollo Commercial Real Estate shares in Q1 2024, an estimated $7K.
  • Summit Securities Group first reported a position in Apollo Commercial Real Estate in Q2 2015 and held it in 3 quarters.
  • Summit Securities Group's Apollo Commercial Real Estate position peaked at $13K in Q2 2015.
  • 239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.