Vanguard Personalized Indexing Management’s Apollo Commercial Real Estate ARI Stock Holding History

Vanguard Personalized Indexing 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
2024 Q4	–	Sell	-10,255	Closed	-$94.2K	–	1811
2024 Q3	$94.2K	Sell	10,255 -1,459	-12%	-$14.9K	﹤0.01%	1625
2024 Q2	$115K	Sell	11,714 -6,667	-36%	-$68.7K	﹤0.01%	1514
2024 Q1	$205K	Buy	18,381 +2,242	+14%	+$25.1K	﹤0.01%	1434
2023 Q4	$189K	Buy	16,139 +173	+1%	+$1.85K	﹤0.01%	1418
2023 Q3	$162K	Buy	15,966 +1,129	+8%	+$12.3K	﹤0.01%	1333
2023 Q2	$168K	Buy	14,837 +2,296	+18%	+$23.2K	0.01%	1358
2023 Q1	$117K	Buy	+12,541	New	+$139K	﹤0.01%	1388
2020 Q2	–	Sell	-36,681	Closed	-$272K	–	353
2020 Q1	$272K	Buy	+36,681	New	+$573K	0.16%	170

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Personalized Indexing Management's ARI Position: Q4 2024 in Review

Vanguard Personalized Indexing Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2024, closing a stake of 10,255 shares — an estimated $94.2K sold.

Vanguard Personalized Indexing Management first reported a position in ARI in Q1 2020 and held it in 8 quarters. The position peaked at $272K in Q1 2020. 239 funds tracked by Wall St. Rank hold ARI as of Q4 2024.

Vanguard Personalized Indexing Management reported no remaining Apollo Commercial Real Estate position as of Q4 2024 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 10,255 Apollo Commercial Real Estate shares in Q4 2024, an estimated $94.2K.
Vanguard Personalized Indexing Management first reported a position in Apollo Commercial Real Estate in Q1 2020 and held it in 8 quarters.
Vanguard Personalized Indexing Management's Apollo Commercial Real Estate position peaked at $272K in Q1 2020.
239 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.