WEC
ARI

Winslow Evans & Crocker’s Apollo Commercial Real Estate ARI Stock Holding History

Winslow Evans & Crocker’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
Q4 		$127K Buy
11,325
+1,066
+10% +$10.9K 0.02% 398
2020
Q3 		$92K Hold
10,259
– – 0.02% 370
2020
Q2 		$101K Sell
10,259
-1,641
-14% -$13.9K 0.03% 359
2020
Q1 		$90K Buy
11,900
+1,550
+15% +$24.2K 0.03% 340
2019
Q4 		$190K Hold
10,350
– – 0.05% 294
2019
Q3 		$200K Buy
10,350
+300
+3% +$5.66K 0.06% 284
2019
Q2 		$186K Sell
10,050
-406
-4% -$7.56K 0.05% 293
2019
Q1 		$192K Hold
10,456
– – 0.05% 289
2018
Q4 		$176K Hold
10,456
– – 0.06% 278
2018
Q3 		$198K Sell
10,456
-1,260
-11% -$24K 0.06% 268
2018
Q2 		$216K Hold
11,716
– – 0.07% 242
2018
Q1 		$211K Sell
11,716
-1,362
-10% -$24.9K 0.07% 240
2017
Q4 		$241K Sell
13,078
-1,982
-13% -$36.5K 0.08% 232
2017
Q3 		$273K Sell
15,060
-2,255
-13% -$40.8K 0.09% 214
2017
Q2 		$321K Sell
17,315
-1
-0% -$19 0.09% 239
2017
Q1 		$326K Sell
17,316
-1,174
-6% -$20.9K 0.1% 211
2016
Q4 		$307K Sell
18,490
-640
-3% -$10.7K 0.09% 221
2016
Q3 		$313K Hold
19,130
– – 0.09% 230
2016
Q2 		$307K Sell
19,130
-2,349
-11% -$37.7K 0.09% 214
2016
Q1 		$350K Sell
21,479
-9,543
-31% -$153K 0.11% 182
2015
Q4 		$534K Sell
31,022
-652
-2% -$11.1K 0.15% 144
2015
Q3 		$498K Sell
31,674
-754
-2% -$12.6K 0.16% 142
2015
Q2 		$533K Buy
32,428
+13,934
+75% +$239K 0.15% 160
2015
Q1 		$318K Hold
18,494
– – 0.09% 232
2014
Q4 		$303K Buy
18,494
+120
+0.7% +$1.97K 0.09% 234
2014
Q3 		$289K Buy
18,374
+1
+0% +$17 0.08% 250
2014
Q2 		$303K Sell
18,373
-1,020
-5% -$17K 0.1% 211
2014
Q1 		$323K Sell
19,393
-421
-2% -$7.01K 0.11% 203
2013
Q4 		$322K Buy
+19,814
New +$321K 0.11% 206

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's ARI Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Apollo Commercial Real Estate (ARI) stake by 10% in Q4 2020, buying an estimated $10.9K and bringing the position to 11,325 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #398.

Winslow Evans & Crocker first reported a position in ARI in Q4 2013 and has held it in 29 quarters since. The position peaked at $534K in Q4 2015. 241 funds tracked by Wall St. Rank hold ARI as of Q4 2020.

  • Winslow Evans & Crocker held 11,325 shares of Apollo Commercial Real Estate worth $127K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,066 Apollo Commercial Real Estate shares in Q4 2020, an estimated $10.9K.
  • Apollo Commercial Real Estate made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #398 holding.
  • Winslow Evans & Crocker first reported a position in Apollo Commercial Real Estate in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Apollo Commercial Real Estate position peaked at $534K in Q4 2015.
  • 241 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.