Bloom Tree Partners’s Apollo Global Management APO Stock Holding History

Bloom Tree 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
2023 Q2	$10.5M	Sell	136,598 -45,314	-25%	-$3.03M	4.89%	11
2023 Q1	$11.5M	Sell	181,912 -42,317	-19%	-$2.83M	5.59%	7
2022 Q4	$14.3M	Sell	224,229 -119,328	-35%	-$7.09M	7.55%	5
2022 Q3	$16M	Sell	343,557 -64,850	-16%	-$3.56M	5.96%	6
2022 Q2	$19.8M	Sell	408,407 -36,999	-8%	-$2.01M	4.64%	7
2022 Q1	$27.6M	Buy	445,406 +12,254	+3%	+$806K	4.36%	8
2021 Q4	$31.4M	Sell	433,152 -220,936	-34%	-$15.9M	4.19%	6
2021 Q3	$40.3M	Buy	654,088 +188,539	+40%	+$11.3M	4.8%	3
2021 Q2	$29M	Sell	465,549 -152,385	-25%	-$8.45M	3.04%	13
2021 Q1	$29M	Buy	+617,934	New	+$30.1M	2.38%	18

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Bloom Tree Partners's APO Position: Q2 2023 in Review

Bloom Tree Partners reduced its Apollo Global Management (APO) stake by 25% in Q2 2023, selling an estimated $3.03M and leaving 136,598 shares worth $10.5M. The position accounts for 4.89% of the portfolio, ranked #11.

Bloom Tree Partners first reported a position in APO in Q1 2021 and has held it in 10 quarters since. The position peaked at $40.3M in Q3 2021. 694 funds tracked by Wall St. Rank hold APO as of Q2 2023.

Bloom Tree Partners held 136,598 shares of Apollo Global Management worth $10.5M as of Q2 2023.
Bloom Tree Partners sold 45,314 Apollo Global Management shares in Q2 2023, an estimated $3.03M.
Apollo Global Management made up 4.89% of Bloom Tree Partners's portfolio in Q2 2023, its #11 holding.
Bloom Tree Partners first reported a position in Apollo Global Management in Q1 2021 and has held it in 10 quarters since.
Bloom Tree Partners's Apollo Global Management position peaked at $40.3M in Q3 2021.
694 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on Bloom Tree Partners's 13F filing for Q2 2023, filed 11 Aug 2023.