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Appleton Partners’s Apollo Global Management APO Stock Holding History

Appleton Partners’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,736
Closed -$257K – 274
2020
Q3 		$257K Buy
+5,736
New +$276K 0.03% 240

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BlackRock
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Appleton Partners's APO Position: Q4 2020 in Review

Appleton Partners sold out of Apollo Global Management (APO) in Q4 2020, closing a stake of 5,736 shares — an estimated $257K sold.

Appleton Partners first reported a position in APO in Q3 2020 and held it in 1 quarter. The position peaked at $257K in Q3 2020. 399 funds tracked by Wall St. Rank hold APO as of Q4 2020.

  • Appleton Partners reported no remaining Apollo Global Management position as of Q4 2020 after selling out during the quarter.
  • Appleton Partners sold 5,736 Apollo Global Management shares in Q4 2020, an estimated $257K.
  • Appleton Partners first reported a position in Apollo Global Management in Q3 2020 and held it in 1 quarter.
  • Appleton Partners's Apollo Global Management position peaked at $257K in Q3 2020.
  • 399 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2020.

Based on Appleton Partners's 13F filing for Q4 2020, filed 19 Jan 2021.